Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/231" target="_blank" data-smartkarma-citation="entities:231:1">Unilever Indonesia (UNVR IJ)</a> has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a rich PE multiple despite less favorable externalities that could potentially reduce its margin; namely a weakening IDR, increasing competition, as well as changing consumer behavior. In this report, we will discuss the following:
<ul>
<li>Its Products and their performance</li>
<li>The Competitive Landscape</li>
<li>Premiumization and Innovation</li>
<li>Costs and Externalities</li>
<li>Changing Consumer Behavior</li>
<li>Valuation and the Investment Thesis</li>
</ul>

Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a rich PE multiple despite less favorable externalities that could potentially reduce its margin; namely a weakening IDR, increasing competition, as well as changing consumer behavior. In this report, we will discuss the following:

Its Products and their performance
The Competitive Landscape
Premiumization and Innovation
Costs and Externalities
Changing Consumer Behavior
Valuation and the Investment Thesis


UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium

Indonesia

PT. Campina Ice Cream Industry produces ice creams. The Company offers a wide range of ice creams including cakes, cones, cups, and sticks. Campina Ice Cream Industry serves customers in Indonesia.

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Campina Ice Cream Industry (CAMP IJ)

UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium

Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a...

Henry Soediarko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)