The Week That Was in ASEAN@Smartkarma - Astra Intl, ACES, and Multi Bintang
The past week saw insights on Astra International (ASII IJ), Aspirasi Hidup Indonesia (ACES IJ), Multi Bintang Indonesia (MLBI IJ) and DFI Retail...
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The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
535 Views
Technically Speaking: Breakouts & Breakdowns: HONG KONG (July 17)
Sinopec Engineering and China State Construction have entered short term corrections while CRC has broken its downtrend in the near term. Yum...
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Cement: 2Q24 Preview: A Weak Quarter yet Inline 1H24 NP, Expecting Turnaround in 2H24E
We estimate -9%/-3% qoq or -2%/+15% yoy volume growth in 2Q24E for SMGR/INTP, while ASP is estimated to improve by ~1% qoq.
270 Views
MS-Indonesia Index Earning Revision (Aug): Telkom Indonesia, XL Axiata, Indo Tambangraya Megah
We analyzed MS-Indonesia's consensus for Aug 2026 and highlighted changes of EPS in Telkom Indonesia (TLKM IJ), XL Axiata (EXCL IJ), Indo...
106 Views