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...
198 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....
209 Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k 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...
319 Views
Quick note: Valuation appears reasonable, time for a smoke
PT Hanjaya Mandala Sampoerna (HMSP) plans to raise US$1,184-1,402m via a sale of rights shares belonging to its parent Philip Morris International...
415 Views