The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
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HM Sampoerna (HMSP IJ): Global Index Deletion Following IDX Segment Shift
HM Sampoerna (HMSP IJ) will be removed from the Large cap of the Global Index at the September 2024 review due to a listing change. Forecasted...
402 Views
HM Sampoerna (HMSP.IJ Rp 705; HOLD; TP Rp 730) Regulatory Uncertainty Loom over HMSP
HMSP adjusted ASP of its products by 8.4% ytd in Jul24 (vs 1Q24: 6.1% ytd), which continues to weigh on its vol. growth (1Q24: +1.6% yoy).
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HMSP IJ - MNC Sekuritas Equity Report May 13, 2024
HMSP delivered a 1Q24 performance that was mostly in-line with our estimates. 1Q24 revenue came in at IDR29.1 tn, or grew nicely by +1.5% QoQ...
416 Views
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
785 Views