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Indofood Sukses Makmur Tbk P (INDF IJ)
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136
Analysis
Consumer Staples
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Indonesia
PT Indofood Sukses Makmur Tbk and its subsidiaries manufacture instant noodles, wheat flour, baby food, food seasonings, coffee, cooking oil, and snacks.
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bullish
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Thematic (Sector/Industry)
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27 Nov 2023 19:45
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Broker
Consumer: Festive events in 1H24 and higher social aid to cushion soft recovery in FY24 (OVERWEIGHT)
We expect more provision for social aid and the festive events in 1H24 to cushion soft purchasing power recovery amid modest wage hikes.
BRI Danareksa Research
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308 Views
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bullish
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Thematic (Sector/Industry)
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13 Jun 2023 08:42
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Broker
Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
BRI Danareksa Research
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255 Views
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bullish
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Thematic (Sector/Industry)
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06 Jun 2023 09:50
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Broker
Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
BRI Danareksa Research
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286 Views
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bullish
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Thematic (Sector/Industry)
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30 May 2023 01:23
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Broker
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
BRI Danareksa Research
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258 Views
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bullish
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PT Surya Citra Media Tbk
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07 Apr 2023 21:40
PT Surya Citra Media (SCMA IJ) - Primed for Reset in 2023
PT Surya Citra Media had an exciting 2022, with a ramp-up in new audience share-winning original content along with the boost from the Word Cup but...
Angus Mackintosh
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614 Views
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