Consumer: 4Q24 Earnings Outlook: ICBP and INDF to Be Robust, SIDO Eyes Upside
We estimate that the Indofood group still reported strong net profit in FY24, while SIDO may exceed consensus expectations.
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Equity Strategy: External Risks Loom...
Amid the possibility of further tariffs to be imposed by Trump, we think key risk to watch remains on EM currency and market risk-offs.
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External Risks Loom, But Improving Domestic Conditions May Cushion Against Further De-Rating
Amid the possibility of further tariffs to be imposed by Trump, we think key risk to watch remains on EM currency and market risk-offs.
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The Week That Was in ASEAN@Smartkarma - Alfamart's Guidance, Indonesia's Pragmatism, and Thai Banks
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ, SLB Development (SLB SP), Japfa Ltd (JAP SP), Hyphens Pharma International (HYP SP),...
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Ultrajaya Milk (ULTJ IJ) - Bringing Milk to the Children
Ultrajaya has seen a strong recovery in its dairy business in 3Q2024 and will be a key beneficiary of the school meals program in Indonesia,...
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