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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
•
Thematic (Sector/Industry)
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30 Jan 2024 20:34
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Broker
Equity Strategy: Re-Emerging Risk Factors May Warrant More Conservative Positioning in Feb24
We see Telcos (ISAT, EXCL) and middle-high retailers as sectors with potential growth surprises, reasonable valuations and are less crowded.
BRI Danareksa Research
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183 Views
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bullish
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Thematic (Sector/Industry)
•
09 Dec 2023 00:28
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Broker
Consumer: Room for Growth Is Still in Store (OVERWEIGHT)
We maintain our sector OW rating and expect ICBP (TP Rp13,000) and MYOR (TP Rp3,500) to fare better under a soft recovery scenario.
BRI Danareksa Research
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509 Views
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bullish
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Thematic (Sector/Industry)
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05 Dec 2023 20:25
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Broker
Equity Strategy: FY24 Outlook: The Road to JCI 8,000
JCI’s 13x PE implies room for a rerating if growth improves, while Indonesia’s resilient economic growth offers downside protection.
BRI Danareksa Research
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321 Views
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bullish
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Thematic (Sector/Industry)
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27 Nov 2023 19:45
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Broker
Consumer: Festive events in 1H24 and higher social aid to cushion soft recovery in FY24 (OVERWEIGHT)
We expect more provision for social aid and the festive events in 1H24 to cushion soft purchasing power recovery amid modest wage hikes.
BRI Danareksa Research
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313 Views
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bearish
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Thematic (Sector/Industry)
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24 May 2023 10:12
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Broker
El Nino Impact - Beating The Heat
The realization of a strong El Nino would create yield disruption for CPO and other soft commodity products. Our analysis shows that during the...
BRI Danareksa Research
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239 Views
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