In our recent report, “Finding a second wind”, we highlighted ACES' ability to overcome significant challenges
Consumer Related ACES ACES JK ACES IJ Jody Wijaya Sandy Ham Samuel Christian
Concerns have arisen about AMRT's profitability margins following market speculation of potential changes to t
Consumer Related AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
We believe the overall 3Q24 results were in line with our estimates. Historically,
Consumer Related AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
We believe Mayora’s 3Q24F GPM will likely be lower than market expectation due to the full impact of higher co
Consumer Related MYOR JK MYOR IJ Sandy Ham Jody Wijaya Samuel Christian
Over its nearly 30-year history, ACES has faced numerous challenges, including intense competition and the dis
Consumer Related ACES JK ACES IJ Jody Wijaya Sandy Ham Samuel Christian
Indonesia is a young nation (110mn population are below 40yrs, based on BPS) as well as social media-savvy (th
AMRT has consistently outperformed its FMCG peers in terms of sales growth over the past decade
Consumer AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
Our analysis of FMCG and retail sales data of companies we track across Indonesia suggests that Sulawesi,
As mentioned in our previous reports, Indonesia local FMCG companies have
Consumer UNVR JK UNVR IJ Sandy Ham Jody Wijaya Samuel Christian
Based 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
Consumer 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
