The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
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Equity Strategy: Potential Winners from BI’s Surprise Rate Cut
The period of policy rate cut was historically positive for JCI, which delivered 21% return during FY16-18 125bps rate cut.
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LQ45 Index Rebalance Preview (Jan 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in January. The potential adds have been outperforming the deletes. Historically, adds and...
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Jasa Marga - Maintaining Our Positive View Amid 21%/19% EPS Growth Forecast in FY24F/25F
JSMR recorded 3% qoq lower toll revenue in 3Q24 due to a high base in 2Q24, yet 9M24 rev. still grew 18% yoy (74%/72% of our/cons FY24F).
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LQ45 Index Rebalance Preview (Oct 2024): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in October. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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