Astra International - Raising Our FY24F-FY26F Est.,
ASII posted strong 9M24 earnings (above) due to recovery in auto, along with strong financial and HE segments. We lifted our EPS est. by 10%/13%...
347 Views
IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
842 Views
The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
493 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
512 Views
CrossASEAN Ground Zero - Bukalapak, Astra International, OhHaju, and Sea Ltd
This week we look at Bukalapak, as Emtek increases its direct stake, Astra's latest healthcare push into cardiology, and Ohhaju (OKJ TB),...
678 Views