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
We 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
We have been observing that middle-income-class consumers largely continue...
We expect the current sluggish buying power conditions for Indonesia consumers...
FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya
The government will launch six new major stimulus packages to boost consumption by this June...
We believe reducing the income gap between rich and poor is the ultimate goal...
Based on a same-store sales growth (SSSG) data trend comparison...
We have observed strong FMCG sales value growth in rural areas,
Based on our conversations with investors, many are concerned about the overall Indonesia consumer demand outl
In this report, we analyze three crucial elements to determine our top picks in the Indonesia Consumer sector:
Indonesia is a young nation (110mn population are below 40yrs, based on BPS) as well as social media-savvy (th
Our analysis of FMCG and retail sales data of companies we track across Indonesia suggests that Sulawesi,