Japfa Comfeed: Firmly in the Up-Cycle
A call with management reveals that Japfa Comfeed Indonesia Tbk Pt (JPFA IJ)'s business is in the up-cycle, with firming ASP. JPFA delivered a...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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INDF (INDF IJ): Agribusiness and Exports Should Support Growth
High earnings quality, cheap on a gross profit basis, and good cost management relative to its sector Better productivity and high Crude Palm Oil...
259 Views
INDF: Agribusiness Should Remain Solid
Low correlation with Western stock markets, good price momentum,and strong long-term earnings growth relative to its sector INDF continues its...
185 Views
Unilever Indonesia - Nimble as Ever over Tough Terrain - On the Ground in J-Town
A company visit to Unilever Indonesia Tbk Pt (UNVR IJ) Indonesia revealed that the world of fast moving consumer goods (FMCG) in Indonesia is not a...
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