Indonesia's consumer sector appears to be a tactical safe haven, UOB Kay Hian analysts say in a note. As there are rising policy intervention risks for other sectors including commodities, the consumer industry looks more attractive now. The sector's valuations have also been sharply de-rated, mostly pricing in negatives from macro headwinds such as a weaker rupiah and fiscal risks. UOB KH maintains a market weight rating on Indonesia's consumer sector, pegging Cisarua Mountain Dairy, Japfa Comfeed Indonesia, Mayora Indah and Sumber Alfaria Trijaya as its top picks. ([email protected])
Indonesia Consumer Sector Appears to Be Safe Haven — Market Talk
Story so far
Earlier from PT Mayora Indah
- Change and/or Additional Information Disclosure Concerning Corporate Action
- Infomation of Changes in Company's Board
- Treatise Summary/Treatise General Meeting of Shareholder's
- Change of Corporate Secretary/Audit Committee/Adress/NPWP/Internal Audit
- MYOR: Strong sales and profit growth in early 2026, with positive outlook for the full year
Later from PT Mayora Indah
- Keterbukaan Informasi terkait Aksi Korporasi
- Mayora Indah's Margins Could Improve on Lower Commodity Prices — Market Talk
- Report of ownership or any changes in share ownership of public companies
- Mayora Indah May Benefit From Lower Cocoa and Coffee Prices, Deleveraging Efforts — Market Talk
- Monthly Report of Securities Holders Registration
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