Telco & Tower Sectoral Update November 25, 2024
Data Traffic and ARPU Trends Indonesia's economic growth is driven by investments in digital infrastructure, aiming for 79.5% penetration by 2024...
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Equity Strategy: Attractive Valuation Emerging, Prefer Quality Stocks and USD Hedge...
At a forward P/E of 11.9x, JCI valuation is attractive (160bps spread vs. 10-yr yield); amid macro risks, we favor quality stocks and USD hedge.
583 Views
Healthcare Sectoral Update November 18, 2024
The government has issued a free healthcare program for 55 million citizens starting in FY25F, with a budget allocation of IDR5 trillion from the...
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Plantation Sectoral Update November 15, 2024
We anticipate flat CPO output in FY25F, attributed to another year of La Nina. On the flip side, export volume is expected to weaken amid solid...
726 Views
Market Recap October 2024 - VN-Index Declines After Three Months of Gains
The VN-Index (VNI) declined 1.8% in October: The VNI started October with four consecutive declining sessions (VNI: -1.7% from October 1st to 7th)...
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