Deep-dives
Deep-dive 2021-19: Ultrajaya Milk
Ultrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market share of roughly 40% and dominates the mass market. The company focuses on “UHT milk”. Such milk has been treated with ultra-high temperatures and stored in aseptic packaging, giving it
Deep-dive 2021-16: Jardine Cycle & Carriage
A clean bet on the recovery of the Indonesian auto market
Deep-dive 2021-15: Okamoto
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its condom business, which ranks as the #3 globally. The brand name is strong in Asia, where Okamoto dominates the premium segment. The operating margin for Okamoto’s
Reader question: Nintendo?
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Deep-dive 2021-10: United Plantations
United Plantations (UPL MK) is one of the best-managed oil palm plantation companies in the world. With most of its estates in the Malaysian state of Perak, United Plantations has production yields per tonne far above its Malaysian peers. And thanks to vertical integration, it has become a low-cost producer