The Week That Was in ASEAN@Smartkarma - Astra Intl, IHH Healthcare, and Top Picks in the Philippines
The past week saw insights on Astra International (ASII IJ), Mphb Capital (MPHB MK), IHH Healthcare (IHH MK), Thai Union Group (TU TB), and PTT E&P...
448 Views
The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Adaro Energy (ADRO IJ), Bangkok Dusit Medical Services (BDMS TB), Lippo Karawaci...
453 Views
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.
448 Views
Consumer: Sticking with the Winners Amid Lingering Challenges (OVERWEIGHT)
Amid continued downtrading and limited catalystsin 3Q24, we expect regional elections and social aid to support consumption spending.
288 Views
Consumer: Expect Solid Core Profit Growth on Better Margins, Revenue Growth May Remain Soft
We estimate sector’s 2Q24 core profit to grow at a healthy doubledigit rate, but expect weak rev. growth (2.8% yoy/ -15.8% qoq)
234 Views