Letters by company

PT Mayora Indah Tbk

1 letter discussing PTMYF. Everything written about it on this site is on its ticker page.

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