Indonesia Consumer - The rise of food service business
SH JW SCIndonesia is a young nation (110mn population are below 40yrs, based on BPS) as well as social media-savvy (th
-
-
Sumber Alfaria Trijaya AMRT IJ -Buy- A consistent FMCG outperformer
JW SH SCAMRT 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
-
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,
-
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
-
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
-
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