Ultrajaya Milk Industry & Trading (ULTJ IJ) - Dairy and Tea Driven Momentum Continues
Ultrajaya Milk Industry & Trading saw continued growth momentum in 1Q2022 both for its core UHT milk business (No.1) and its carton tea business...
512 Views
Cisarua Mountain Dairy (CMRY IJ) - Yoghurts, UHT Milk, and Proteins in One Basket
Leading dairy and premium foods player Cisarua Mountain Dairy continued to demonstrate its resilience during 1Q2022 with strong results despite...
425 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya Milk, Berli Jucker, and GoTo's Debut on IDX
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
343 Views
Ultrajaya Milk Industry & Trading (ULTJ IJ) - Back on the Boil
Ultrajaya is a market leader in its main product categories, yet trades at half the valuation of recently listed Cisarua Mountain Dairy, which...
279 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
315 Views