Indonesia FMCG - Five weaknesses of Chinese FMCG companies in Indonesia
SH JW SCWe write this report to respond to investors’ concerns about Chinese FMCG companies competing in Indonesia.
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Indonesia FMCG - 4Q24 results preview and Jan-25 sales run-rate
SH JW SCWe believe competitive pricing and strong branding remain the best catalysts to succeed in the Indonesia FMCG
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Indonesia FMCG - 3Q24 FMCG review: Strong sales volume seen
SH JW SCOverall listed FMCG firms’ sales growth hovered at 10.9% y-y in 3Q24 (vs 3.9% in 3Q23),
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Indonesia FMCG - 3Q24F preview Strong sales momentum likely
SH JW SCOur survey on wholesalers and distributors of 15 large FMCG firms suggests that 3Q24F sales performance remain
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Indonesia FMCG - Material potential upside
SH JW SCWe continue to like the six FMCG stocks (out of 12 under our coverage) in the order of
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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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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