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
-
-
Anchor Report: Indonesia Consumer - Fight for relevance
SH JW SC NYWe believe consumer sector is the least regulated...
CONSUMER RELATED Indonesia Consumer Sandy Ham Jody Wijaya Samuel Christian Nayla Yasmin
-
Indonesia Poultry - Potential rise in DOC GPS import quota a m-term earnings risk
JW SH NY SCWhile the government’s proposed increase in day-old-chick (DOC)...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Downtrading wave strengthens
JW SH NY SCIndonesia’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
-
Indonesia FMCG - 3Q25 results review: six consumer trends continue
SH SC JWOverall sales showed a better growth trajectory...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya
-
Indonesia Consumer - 3Q25F FMCG results preview: Inflection point
SH SC JWOur survey of 23 FMCG firms suggests that consumption in 3Q25F...
CONSUMER RELATED Indonesia Consumer Sandy Ham Samuel Christian Jody Wijaya
-
Indonesia Poultry - Eggs in the right basket
JW SH SCIndonesia’s poultry sector stands to benefit from a convergence...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Samuel Christian
-
Indonesia Consumer - Acceleration of government’s free nutritious meal program
SH SC JWWe expect a jump in terms of the number of kitchens (SPPG) opening in Aug-25...
CONSUMER RELATED Indonesia Consumer Sandy Ham Samuel Christian Jody Wijaya
-
Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Quietly outperforming
JW SH SCAlfamart's SSSG in 2Q25 declined by 3% y-y, marking the first negative quarterly...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
-
Mayora Indah (MYOR IJ) (Buy) - FMCG innovation champion
SH SC JWMYOR has consistently innovated to expand its market share domestically and abroad...
CONSUMER RELATED Mayora Indah MYOR MYOR JK MYOR IJ Sandy Ham Samuel Christian Jody Wijaya
-
Indonesia Consumer - 2Q25 results review: FMCGs’ bottoming-out phase
SH SC JWWe have been observing that middle-income-class consumers largely continue...
-
Indonesia FMCG - 2Q25F preview: In-home consumption persists
SH SC JWBased on our market survey of FMCG producers, we believe that...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya
-
Indonesia Consumer - New stimulus packages to boost consumption
SH JW SCThe government will launch six new major stimulus packages to boost consumption by this June...
-
Indonesia Consumer - Indonesia’s narrowing divide
SH JW SCWe believe reducing the income gap between rich and poor is the ultimate goal...
-
Indonesia Consumer - 1Q25 review: Shifting to in-home consumption
SH JW SCBased on a same-store sales growth (SSSG) data trend comparison...