Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
1.4k Views
First Pacific (142 HK): Stub Surges 30% - Unwind
The First Pacific ex-PLDT/Indofood stub has rallied from -HK$2.93 to current levels of -HK$2.06.This comes primarily on the back of poor nine-month...
429 Views
First Pacific (142 HK): Discussion with Management on Catalysts/Near Term Events
Following on from my earlier note I have dug a little deeper with management to determine what will be the key drivers of growth. Where will the...
325 Views
First Pacific (142 HK): Goodman and Metro Pacific Set to Reignite the Stub
First Pacific is trading at historically wide discount to NAV levels whilst the relative yield premium at Philippine Long Distance Telecom (PLDT)...
602 Views
Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
314 Views