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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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Indomobil Sukses Internasional
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14 Jun 2018 16:58
Indomobil Sukses Internasional - The Changeling? - On the Ground in J-Town
A recent visit to Indomobil Sukses Internasional Tbk Pt (IMAS IJ) in Jakarta revealed a fascinating transformation story and an obvious...
Angus Mackintosh
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388 Views
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bullish
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Thematic (Sector/Industry)
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11 Jun 2018 20:57
The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
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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186 Views
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bullish
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PT Surya Citra Media Tbk
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01 May 2018 19:04
SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
Angus Mackintosh
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208 Views
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bullish
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PT Surya Citra Media Tbk
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13 Feb 2018 15:26
War of the Worlds (Part VI) - Unilever Strikes Back
The War of the Worlds - Unilever strikes backUnilever Indonesia Tbk Pt (UNVR IJ) 's parent Unilever, one of the worlds largest advertisers, is...
Angus Mackintosh
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288 Views
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bearish
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PT Surya Citra Media Tbk
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19 Oct 2017 17:49
SCMA - Dire Straits Comeback - On the Ground in J-Town
A conversation with Surya Citra Media Pt Tbk (SCMA IJ) this week revealed a much more pessimistic view than expected about the state of the TV...
Angus Mackintosh
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293 Views
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