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Mayora Indah (MYOR IJ)
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138
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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17 May 2020 10:05
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
Angus Mackintosh
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215 Views
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bearish
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Cross Asset Strategy
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13 Apr 2020 10:41
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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307 Views
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bullish
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Kino Indonesia
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07 Apr 2020 15:56
KINO Indonesia (KINO IJ) - Health Drinks, Hair Vitamins, Halal Toothpaste, and Hand Sanitiser
Kino Indonesia (KINO IJ) remains an often overlooked Indonesian consumer play with an interesting stable of strong brands, with a leading market...
Angus Mackintosh
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473 Views
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bullish
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Media Nusantara Citra
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05 Apr 2020 12:08
Media Nusantara Citra (MNCN IJ) - Moving to Virtual Reality
A conversation with Media Nusantara Citra (MNCN IJ) yesterday revealed a company in relatively confident mood, rapidly adapting to the COVID19...
Angus Mackintosh
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305 Views
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bullish
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Cross Asset Strategy
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16 Dec 2019 23:00
The Week That Was in ASEAN@Smartkarma - Indonesia's Deficit, Slowing Staples, and Bangkok Bank
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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405 Views
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