Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss Cimory
Cisarua Mountain Dairy remains one of Indonesia's most interesting high-quality consumer staples companies, with strong brands in both premium...
424 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
337 Views
PT Nippon Indosari Corpindo (ROTI IJ) - Adding Chocolate Spread and UHT Milk to the Mix
Investment in ROTI's products will be relatively small but it will increase the visibility of Sari Roti brands on the shelves of modern retail...
305 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
332 Views
Ultrajaya Milk Industry & Trading (ULTJ IJ) - Dairy and Tea Driven Momentum Continues
Ultrajaya Milk Industry & Trading saw continued growth momentum in 1Q2022 both for its core UHT milk business (No.1) and its carton tea business...
520 Views