Japfa Ltd: Substantially Undervalued from Stub Valuation's Perspective
Stub valuation method reveals that Japfa Ltd (JAP SP) is substantially undervalued (49% discount to our NAV estimates). Major contributors are 1)...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
111 Views
Japfa Comfeed: Firmly in the Up-Cycle
A call with management reveals that Japfa Comfeed Indonesia Tbk Pt (JPFA IJ)'s business is in the up-cycle, with firming ASP. JPFA delivered a...
182 Views
ROTI: Bread Goes for Abroad and Digitization
Angus Mackintosh covered Nippon Indosari Corpindo Tbk Pt (ROTI IJ) in one of his many insights. I will try to wear my Indonesian hat and offer a...
282 Views
The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
277 Views