MYOR IJ - Eyeing Margin Protection with ASP Adjustments in 4Q24, Maintain Buy with a Lower TP
MYOR aims to continue ASP adjustments in 4Q24 to protect margins. Oct24 indicated to remain strong, implying sequential improvements.
381 Views
Delfi Ltd (DELFI SP) - Sweeter Times Ahead?
Delfi Ltd (DELFI SP) saw some impact from the weaker IDR and higher cocoa prices in 1H2024 but prospects for 2H2024 look more promising with less...
560 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
512 Views
Consumer: Sustained Solid Core Profit Growth on Stable Margins, in Line with Our and Consensus
We estimate 3Q24/9M24 sector revenue growth of +2.6%/+4% yoy and 9M24 operating profit of +7% yoy, in line with our and cons. est.
466 Views
Consumer: 3Q24 Preview: Sustained Solid Core Profit Growth on Stable Margins
We estimate 3Q24/9M24 sector revenue growth of +2.6%/+4% yoy and 9M24 operating profit of +7% yoy, in line with our and cons. est.
334 Views