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...
343 Views
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...
465 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...
352 Views
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.
242 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
270 Views