The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Maynilad Water Services and Mayora Indah
The past week saw insights on Indonesia Strategy, Maynilad Water Services, Mayora Indah (MYOR IJ), and Top Glove Corp (TOPG MK).
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IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
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Merdeka Battery Materials - Solid 2Q24 Earnings, but 1H24 Still a Miss
MBMA’s 2Q24 earnings was a robust US$16.7mn, but we see a weaker 3Q24 ahead. AIM project will now contribute in FY25 instead, due to delays in...
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Merdeka Battery Materials - 1Q24 Earnings Miss..
1Q results were below estimates, however we remain optimistic on 2Q earnings as nickel matte ASP could improve on higher LME price
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Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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