Lucror Analytics - Morning Views Asia
In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Japfa Comfeed
237 Views
Equity Strategy: 2H25: Positioning for a Growth Rebound
We raise our JCI target to 7,960, factoring in premium from anticipated flow into conglo-group stocks, despite our lower FY25 EPS growth f’cast.
177 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
787 Views
Poultry: No Sorrow in Suro This Year (OVERWEIGHT)
2025’s Suro month defies its historical seasonally lower LB prices, owing to the better supply-demand balance and HAP implementation.
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LQ45 Index Rebalance Preview (Jul 2025): Identifying Potential Index Changes
We highlight 2 sets of changes for the LQ45 in July. The forecast adds and deletes have traded in a range over the last few months. Historically,...
851 Views