ENTITY
Sido Muncul

Sido Muncul (SIDO IJ)

121
Analysis
Consumer StaplesIndonesia
PT Industri Jamu Dan Farmasi Sido Muncul Tbk manufactures and produces herbal products. The Company's products consist of medicinal herbs, energy drinks, sweets and other beverages.
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28 Aug 2024 18:59Broker

Consumer: Sticking with the Winners Amid Lingering Challenges (OVERWEIGHT)

Amid continued downtrading and limited catalystsin 3Q24, we expect regional elections and social aid to support consumption spending.

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30 Jul 2024 07:05

The Week That Was InASEAN@Smartkarma - Thai Beverage, Matahari Department Store, and ROTI Baking

The past week saw insights on Thai Beverage (THBEV SP), Matahari Department Store (LPPF IJ), Nippon Indosari Corpindo (ROTI IJ, Yeo Hiap Seng, and...

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09 Jul 2024 18:52Broker

Consumer: Expect Solid Core Profit Growth on Better Margins, Revenue Growth May Remain Soft

We estimate sector’s 2Q24 core profit to grow at a healthy doubledigit rate, but expect weak rev. growth (2.8% yoy/ -15.8% qoq)

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06 Jun 2024 15:52

The Stocks to Own in ASEAN – Vol. 47

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added.

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21 May 2024 19:46Broker

Consumer Staples Sectoral Update May 21, 2024

Despite the regained volume since the end of last year, consumers continue to maintain overall spending, leading to downtrading behavior.

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