The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
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Ultrajaya Milk Industry & Trading (ULTJ IJ) - The Raw Milk Dividend
Ultrajaya Milk Industry & Trading has increased promotional spending to take advantage of improved mobility and with powdered milk prices down 30%...
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Ultrajaya Milk (ULTJ IJ) - Dairy and Tea Recovery in Motion
ULTJ'S prospects for FY2024 look healthy, with expanding distribution and new products helping to drive growth. Valuations look reasonable versus...
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Ultrajaya Milk (ULTJ IJ) - The Milkmaid Cometh
Ultrajaya Milk will open a new distribution centre in 1Q2024, which should help to drive growth plus it looks to launch new product categories in...
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BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
First Pacific announced a "Possible Spin-Off and Separate Listing of Maynilad Water Services". This action fits with our insight views that the...
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