Equity Strategy: Headwind from Outflows May Persist
JCI consensus est. saw a cut to 4.5%, though it still stands out among peers; we believe better entry will emerge when outflow subsides.
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Metal Mining: Hope from China’s Latest Stimulus, Albeit More Is Needed (OVERWEIGHT)
China’s latest stimulus offers hope for improving productivity, but we see challenges as property prices have continued to fall in recent months.
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The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
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Metal Mining: Aug24 Metal Sector Update: Supports for Tin Price
Tin price strengthened to US$32k/t in Aug24, as inventory (SHFE and LME) and Indonesian exports fell -23% mom. Nickel ore supply remained tight,...
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Metal Mining: Jul24 Update: Weaker Nickel and Tin Price, Despite Tight Ore Supply (OVERWEIGHT)
Tin price weakened in Jul24 despite a tight supply in China and declining inventory levels globally. Nickel prices stabilized in Jul24.
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