AKR Results (AKRA IJ) - Fuelled by Smelters and Industry
AKR Corporindo 1H2022 results were impressive, with sales up +107% YoY and profit by +74% YoY driven by strong demand for both petroleum products...
368 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
432 Views
Still Bearish at the Index Level; Remain Overweight Defensives & Commodity Sectors
Our outlook remains bearish at the index level as downtrends remain intact on the MSCI broad global indexes and also within Japan, Hong Kong,...
578 Views
AKRA Corporindo (AKRA IJ) - Front and Centre on Economic Recovery and Commodities
AKR Corporindo results reflected its key exposure to both economic recovery in Indonesia and its exposure to rising commodity prices through its...
493 Views
Opportunities Within Energy and Materials
Global indexes remain below our key lines in the sand of $54 on $ACWX, $75.25 on $EFA, and the 200-day MA on $ACWI. As long as prices are below...
668 Views