Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
209 Views
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
Gudang Garam: Newsflow Related Correction Presents Good Opportunity
Newsflow around President Jokowi's comments on a potential FCTC ratification by Indonesia and limiting public smoking areas resulted in >5%...
308 Views
China or ASEAN? - You Choose
Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...
195 Views
Gudang Garam: Encouraging Revenue Trend, Target Price >80,000
Cigarettes industry in IndonesiaIndonesia is one of the world's largest cigarette markets with annual legal volume >300 billion sticks....
204 Views