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...
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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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BRIDS Market Pulse: Chart of the Week – Restocking May Continue to Support NPI Price
Our team’s preview expects the majority of 3Q24 earnings to be in line with expectations, which should cement our FY24F EPS growth expectation of 7.6%
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BRIDS Market Pulse : Chart of the week – Foreign Equity Flow Returned to JCI
The names of Minister and Vice Minister announced in President Prabowo’s cabinet comprise representation of political parties (ex-PDIP) and...
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Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
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