The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
199 Views
Ace Hardware Indonesia (ACES IJ) - New Product Cycles and Formats
Ace Hardware Indonesia (ACES IJ) continued its positive sales momentum in March 2024. with SSSG of +19.9% YoY nationwide, taking the YTD SSSG to an...
391 Views
Medikaloka Hermina (HEAL IJ) - Increasing Patient Velocity and Occupancy
HEAL is differentiated by its women & children specialisation, higher JKN exposure, and its doctor partnership model. It trades at a discount to...
388 Views
PT Avia Avian (AVIA IJ) - An Attractive Tint to 2024 Prospects
PT Avia Avian (AVIA IJ) saw a pronounced pick up in sales in 4Q2023 and the ongoing benefit of lower raw material prices boosted margins to 5-yeat...
434 Views
Vinfast (VFS US) - Some Respite from the US
More than half of Vinfast sales were to related parties, which is an overhang in terms of the sustainability of its business models, whilst...
410 Views