Mayora Indah (MYOR IJ) - Classy Biscuits and Beverages
Mayora Indah (MYOR IJ) saw a significant positive surge in profitability from lower raw material prices and lower operating costs in 3Q2023, which...
546 Views
Monde Nissin: The Investment Case
The sentiment is weak due to the large impairment charges. The valuation is undemanding (SOTP valuation of PHP10.21) and will prove attractive to...
407 Views
Indofood CBP Sukses (ICBP IJ) - FMCG On Track at Home and Abroad
Indofood CBP should increasingly be seen as an emerging market consumer staples player, with globally recognised brands such as Indomie and...
291 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
429 Views
BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
First Pacfic Company's holdings in Southeast Asia are benefiting from monetary easing. Indofood and PLDT share prices have recently re-rated and...
400 Views