Indonesia FMCG - 2Q26F result preview: Strong earnings likely
SH SC JW NYBased on our survey of 25 large FMCG firms in Indonesia...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
Based on our survey of 25 large FMCG firms in Indonesia...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We believe MYOR has one of the most...
CONSUMER RELATED Mayora Indah MYOR MYOR JK MYOR IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We project a strong medium-term net profit...
CONSUMER RELATED Wismilak Inti Makmur WIIM WIIM JK WIIM IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
AMRT delivered a solid performance, with topline and...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
In line with our previous report (read: 1Q26 FMCG result preview), overall FMCG...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
Based on our analysis of 14 FMCG manufacturers under our coverage...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
AMRT delivered strong earnings growth in 4Q25...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Our industry survey encompassing 15 large FMCG...
CONSUMER RELATED Indonesia consumer Sandy Ham Jody Wijaya Samuel Christian Nayla Yasmin
We believe consumer sector is the least regulated...
CONSUMER RELATED Indonesia Consumer Sandy Ham Jody Wijaya Samuel Christian Nayla Yasmin
While the government’s proposed increase in day-old-chick (DOC)...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Indonesia’s mini-market y-y sales growth came in...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Overall sales showed a better growth trajectory...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya
Our survey of 23 FMCG firms suggests that consumption in 3Q25F...
CONSUMER RELATED Indonesia Consumer Sandy Ham Samuel Christian Jody Wijaya
Indonesia’s poultry sector stands to benefit from a convergence...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Samuel Christian
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