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...
551 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...
416 Views
Indofood CBP - Inline 1Q24 Earnings
Maintain FY24-25F est and Buy rating with TP Rp12,900 (FY24F PE: 14.9x) on potential further upside from intact growth outlook
240 Views
BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
First Pacific announced a "Possible Spin-Off and Separate Listing of Maynilad Water Services". This action fits with our insight views that the...
610 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...
434 Views