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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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Farm Fresh
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21 Mar 2022 13:07
Farm Fresh IPO Trading - Solid Subscription, Should Come in at a Premium to Domestic Peers
Farm Fresh Berhad (FF MY) raised around US$239m in its Malaysia IPO. In our view, the firm’s stronger margins and better growth potential warrants...
Clarence Chu
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329 Views
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bullish
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Farm Fresh
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02 Mar 2022 17:09
Farm Fresh IPO - Not the Cheapest but Could Be Worth the Price
Farm Fresh Berhad (FF MY) is looking to raise US$239m in its Malaysia IPO. In this note, we will look at peers, assumptions, and share our thoughts...
Clarence Chu
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1k Views
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bullish
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Cross Asset Strategy
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28 Feb 2022 16:24
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
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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188 Views
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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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