Indonesia consumer - Strong start for FMCG
SH JW SC NYOur industry survey encompassing 15 large FMCG...
CONSUMER RELATED Indonesia consumer Sandy Ham Jody Wijaya Samuel Christian Nayla Yasmin
Our industry survey encompassing 15 large FMCG...
CONSUMER RELATED Indonesia consumer Sandy Ham Jody Wijaya Samuel Christian Nayla Yasmin
We believe consumer sector is the least regulated...
CONSUMER RELATED Indonesia Consumer Sandy Ham Jody Wijaya Samuel Christian Nayla Yasmin
While the government’s proposed increase in day-old-chick (DOC)...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
The MSCI Indonesia Index has declined by 20% since September 2024...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Sandy Ham Jody Wijaya Michael Wildon Erwin Wijaya Samuel Christian David Tjahjadi Felix Justin Nayla Yasmin
Our analysis suggests that only a few retailers have...
RETAIL Daya Intiguna Yasa MDIY MDIY JK MDIY IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Indonesia’s mini-market y-y sales growth came in...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
In our 3Q25F earnings preview of 13 October...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
High-quality job creation is essential for securing stronger,...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo Jupriadi Tan