ASEAN (Indo) & China-focused. Ex-Deputy HoR UBS.

Johannes Salim, CFA

Thematic (Sector/Industry)

Indonesia Health care / Thematic (Sector/Industry)

<ul>
<li>Nielsen's Director of Research expects consumption recovery in Indonesia for 2017, following a 2016 slow-down.</li>
<li>Two Key Ideas are <a href="https://www.smartkarma.com/entities/8524" target="_blank" data-smartkarma-citation="entities:8524">Kimia Farma Persero Tbk Pt (KAEF IJ)</a>, a generic drug producer, and <a href="https://www.smartkarma.com/entities/15659" target="_blank" data-smartkarma-citation="entities:15659:1">Sumber Alfaria Trijaya Tbk P (AMRT IJ)</a>, a savvy mini-mart chain operator.</li>
<li>The market could be headed for short-lived correction <strong>given greater likelihood the incumbent governor Ahok, a reformist, would lose in the Jakarta gubernatorial runoff election on 19 Apr. </strong>
</li>
</ul><div class="content-highlight"><p>We had surprise visits from two old friends…</p></div>


Nielsen's Director of Research expects consumption recovery in Indonesia for 2017, following a 2016 slow-down.
Two Key Ideas are Kimia Farma Persero Tbk Pt (KAEF IJ), a generic drug producer, and Sumber Alfaria Trijaya Tbk P (AMRT IJ), a savvy mini-mart chain operator.
The market could be headed for short-lived correction given greater likelihood the incumbent governor Ahok, a reformist, would lose in the Jakarta gubernatorial runoff election on 19 Apr. 

We had surprise visits from two old friends…

Indo Strategy: Surprise Visit from Old Friends - Key Takeaways, and Ideas