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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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22 Nov 2021 11:13
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
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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264 Views
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bullish
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Cisarua Mountain Dairy
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15 Nov 2021 23:22
Cisarua Mountain Dairy (Cimory) IPO: Valuation Insights
Cimory is seeking to raise up to $265 m. Bookbuilding ends on 17 Nov and shares will list on 6 Dec. Our valuation analysis suggests that we would...
Arun George
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336 Views
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bullish
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Cross Asset Strategy
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31 Oct 2021 12:32
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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139 Views
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bullish
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Bank Negara Indonesia Persero
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28 Oct 2021 08:44
Bank Negara Indonesia (BBNI IJ) - Ripe for A Re-Rating?
Bank Negara Indonesia (BBNI IJ) is often seen as the bank playing catch up with its peers but maybe this time is different and it may finally be...
Angus Mackintosh
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243 Views
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bullish
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Ultrajaya Milk
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29 Sep 2021 17:55
Ultrajaya Milk Industry & Trading (ULTJ IJ) - Growth in a Small Carton
Ultrajaya remains one of Indonesia's least appreciated consumer staple players, with super-strong brands and a good long term growth track record...
Angus Mackintosh
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269 Views
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