Kerry Group

Eastern promise - Kerry’s SE Asia journey is only beginning

  • Sectors : Foods
  • Companies : Kerry Group

Ratings and price correct at time of issue.

  • Kerry Group

    Closing Price: 9095c

  • RATING 30/06/09

  • PREVIOUS RATING N/A

DAVY VIEW

Enabled by its localised solutions-led model, Kerry has built an enviable track record in SE Asia with a ten-year organic volume CAGR of 14%. Success is built on consumer insights, an unrivalled technology toolkit and an ambitious in-market investment model (capex and people). We believe Kerry’s integrated model in SE Asia is highly customer-embedded. As such, Kerry is a very relevant partner to its SE Asia customer base – anchoring long-term growth potential. The field trip reinforced our positive view on the region and Kerry’s formula for growth. We reiterate our ‘Outperform’ call.

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Nov 2 2018, 07:10 GMT

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