Equity Strategy: Oct25 Picks: Sticking with Banks, Commodities, Telco
We maintain our positive stance on Banks as we expect better liquidity condition to be reflected in Sep25 CoF, combined with attractive yield.
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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.
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Retail Sectoral Update June 30, 2025
Retailers' 1Q25 Performance: Fragmented but Selectively Resilient Retailers in our universe posted mixed results in 1Q25.
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The Week That Was in ASEAN@Smartkarma - ACES, Alfamart, and Shakey's Pizza
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Shakey's Pizza (PIZZA PM), Spindex Industries...
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The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
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