PT Sumber Alfaria Trijaya Tbk/ADR

• AP Arisaig Partners Arisaig Diary July 2026 ↗ Arisaig Asia Fund argues that Asian consumer holdings remain insulated from index volatility through everyday consumption, strong balance sheets and cash generation. It discusses accelerating earnings at Amorepacific, Indonesian retailers and Mobile World, while halving MedPlus after concerns over its proposed non-core capital expenditure. July 2026 6535 $160MPSBTY $39TPTMYF $1.6B
• AP Arisaig Partners Arisaig Diary June 2026 ↗ Arisaig Asia Fund initiated MAP Aktif, citing its Indonesian sportswear-retail scale, exclusive global-brand distribution and regional expansion potential. The fund exited Jubilant Foodworks after reassessing restaurant cyclicality and delivery-platform bargaining power, while retaining conviction in Nykaa and Honasa as India’s beauty category expands. June 2026 JBFCY $2.8BPSBTY $39T

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