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Mayora Indah (MYOR IJ)
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122
Analysis
Consumer Staples
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Indonesia
PT Mayora Indah Tbk manufactures candies and cookies. Through its subsidiaries, the Company also manufactures food, coffee powder, instant coffee, and cocoa beans.
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bullish
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Cross Asset Strategy
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21 Feb 2022 18:58
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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193 Views
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bullish
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Cross Asset Strategy
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31 Jan 2022 19:29
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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234 Views
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bullish
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Bank Negara Indonesia Persero
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31 Jan 2022 15:18
Bank Negara Indonesia (BBNI IJ) - Catching the Digital Wave
Bank Negara Indonesia released a solid set of FY2021 results last week, with its PPOP coming in above consensus and guidance being met on all...
Angus Mackintosh
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202 Views
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bullish
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PT Surya Citra Media Tbk
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18 Jan 2022 16:40
PT Surya Citra Media Tbk (SCMA IJ) - Undervalued in Digital
PT Surya Citra Media Tbk (SCMA IJ) looks like the undervalued child of Emtek (EMTK IJ), despite its move into the OTT and digital advertising space...
Angus Mackintosh
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282 Views
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bullish
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Cisarua Mountain Dairy
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06 Dec 2021 02:57
Cisarua Mountain Dairy (Cimory) IPO: Trading Debut
Cimory priced its IPO at IDR3,080.00 per share. Our DCF value of IDR3,331.04 per share is an 8% upside to the IPO price. The IPO price is fair but...
Arun George
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