Kino Indonesia (KINO IJ) - Sanitised Recovery
Kino Indonesia (KINO IJ) is a less well-covered but very interesting consumer player in Indonesia, with an interesting stable of brands spanning...
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Erajaya Swasembada (ERAA IJ) - A Badly Timed Recovery
A recent meeting in Jakarta with Erajaya Swasembada (ERAA IJ) management revealed a company still relatively optimistic about the outlook for 2020,...
300 Views
Nippon Indosari Corpindo (ROTI IJ) - Enter the Baker!
Indonesia's largest breadmaker, Nippon Indosari Corpindo (ROTI IJ), released numbers earlier this week confirming positive growth momentum, with...
378 Views
Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
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