Indonesia Consumer - Regions with faster consumption growth in focus
SH JW SCOur analysis of FMCG and retail sales data of companies we track across Indonesia suggests that Sulawesi,
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Indonesia FMCG - Lucrative risk or reward
SH JW SCIndonesia listed FMCG firms have performed quite well relative to other ASEAN peers in terms of sales and earn
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Unilever Indonesia UNVR IJ -Reduce- Market share deterioration a concern
SH JW SCAs mentioned in our previous reports, Indonesia local FMCG companies have
Consumer UNVR JK UNVR IJ Sandy Ham Jody Wijaya Samuel Christian
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Mayora Indah MYOR IJ -Buy- Strong 3Q domestic and export sales momentum
SH JW SCBased on our survey of distributors and wholesalers, MYOR's domestic sales may have grown
Consumer MYOR JK MYOR IJ Sandy Ham Jody Wijaya Samuel Christian
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Sariguna Primatirta CLEO IJ -Buy- Sales and margin can expand further
SH JW SCOur survey with distributors and wholesalers indicated that CLEO’s sales growth
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Indonesia FMCG - Nutri-Grade labellings impact on consumers
SH JW SCThe Minister of Health (MoH) plans to implement the Nutri-Grade labelling system for beverages
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Kalbe Farma KLBF IJ -Buy- Transforming the brand
SH JW SCConsumer health is a very crucial division for KLBF, as it possesses the highest margin,
General Consumer Kalbe KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian
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XL Axiata EXCL IJ -Buy- Clearer merger path
SH JW SCIn this note, we reiterate our Buy call on the stock following the recent announcement that XL has entered
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Ultrajaya Milk Industry and Trading ULTJ IJ -Buy- July sales jump
SH JW SCBased on our survey of FMCG wholesalers and distributors, we reckon that ULTJ booked very strong sales growth
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Mayora Indah MYOR IJ Buy - Indonesia superior multinational company
SH JW SCMYOR is one of the biggest and fastest-growing FMCG exporters among listed firms in Indonesia