The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
580 Views
Coal Mining - FY24 Outlook: Soft demand and steady supply flow to drive further price normalization
We expect the thermal coal market to remain in a supply-driven surplus in FY24, and expect the Newcastle coal price to moderate to US$120/t.
590 Views
Coal Mining | FY24 Outlook: Soft Demand and Steady Supply Flow to Drive Further Price Normalization
We think miners with higher exposure to the low-medium CV products shall fare better given the smaller projected decline in ASP. Our pecking order...
678 Views
Weekly Wrap - 21 Dec 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
512 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, AKRA's Positive, and GoTo's TikTok Move
The past week saw insights on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ), OUE Commercial REIT (OUECT SP), GoTo (GOTO IJ), and Sea...
423 Views