The Week That Was in ASEAN@Smartkarma - Bank Mandiri, CPALL, and Grab Holdings
The past week saw insights on Bank Mandiri (BMRI IJ), CP ALL (CPALL TB), Grab Holdings (GRAB US), Sai Gon Cargo Service (SCS VN), and Ever Glory...
526 Views
BRIDS Market Pulse : Chart of the Week – BBRI Vs. Rate Cut
JCI ended the week up +0.9% wow, amidst mixed performances for the other EMs. Foreign funds recorded a slight inflow (+US$14.9mn), aided by flows...
535 Views
Banks: Liquidity May Ease Faster, but Stable Rupiah Is Needed for the Rally to Sustain (NEUTRAL)
An early rate cut may ease liquidity pressure faster, while some loans and marketable securities are at risk of lower yield.
476 Views
Banks: FY25 Outlook: Less money to lend, save, and repay (NEUTRAL)
We expect a moderate earnings growth of 5.8% in FY25F (from 6.7% in FY24F) due to slower loan growth, still tight liquidity, and higher CoC.
350 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
823 Views