Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
319 Views
Quick note: Valuation appears reasonable, time for a smoke
PT Hanjaya Mandala Sampoerna (HMSP) plans to raise US$1,184-1,402m via a sale of rights shares belonging to its parent Philip Morris International...
416 Views
For once smoking is almost compulsory
PT Hanjaya Mandala Sampoerna (HMSP) plans to raise US$1.2-1.9bn through issuance of new shares, in order for its parent, Philip Morris...
318 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
302 Views
Unilever Indonesia (UNVR IJ) - Priced beyond perfection, time to switch
As a part of our Long Term Leaders vertical, we would like to discuss Unilever Indonesia (UNVR), which continues to be a leading provider of...
373 Views