Asian Equities: In Search of Earnings Estimate Uptrends
​Earnings estimate trajectory, especially "earnings inflection," are key drivers of share price in Asian markets. We see potential uptrends in...
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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...
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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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