El Nino Impact - Beating The Heat
The realization of a strong El Nino would create yield disruption for CPO and other soft commodity products. Our analysis shows that during the...
361 Views
The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views
Equity Snapshot: April 13, 2023
Mayora Indah: Higher margins to boost FY23 earnings (MYOR.IJ IDR 2,650 BUY.TP IDR 3,300). Amid this year’s Ramadhan period, MYOR has witnessed...
522 Views
Mayora Indah (MYOR IJ): Maintain Higher Margins to Boost FY23 Earnings
Amid this year’s Ramadhan period, MYOR has witnessed solid growth starting in 1Q23. Combined with lower input costs and higher ASP from last year,...
493 Views
PT Surya Citra Media (SCMA IJ) - Primed for Reset in 2023
PT Surya Citra Media had an exciting 2022, with a ramp-up in new audience share-winning original content along with the boost from the Word Cup but...
815 Views