Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Resetting expectations
JW SH SCAMRT’s sales growth in 2024 remained solid at +10% y-y,
CONSUMER RELATED AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
AMRT’s sales growth in 2024 remained solid at +10% y-y,
CONSUMER RELATED AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
We believe the middle-income class continues to prefer value-for-money FMCG products,
In this report, we analyze three crucial elements to determine our top picks in the Indonesia Consumer sector:
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