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...
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Sector Capsule: Nappies/Diapers/Pants in the Philippines
Nappies/diapers/pants registered current value growth of 5% in 2017, to reach sales of PHP18.8 billion. Consistent aggressive promotions and new...
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Sector Capsule: Nappies/Diapers/Pants in Indonesia
Nappies/diapers/pants current value sales grew 7% in 2017, to reach IDR18.9 trillion Indonesia offers many potential newcomers to enter the...
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Sector Capsule: Nappies/Diapers/Pants in China
Nappies/diapers/pants recorded retail current value growth of 10% in 2017, as value sales rise to CNY54.0 billion The two-child policy supported...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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