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...
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Merdeka Copper Gold (MDKA IJ) - Fully Charged Commodity Play
Merdeka Copper Gold (MDKA IJ) provides a well-rounded exposure to gold and copper, where it has significant expansion plans in place for both...
313 Views
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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Equity Strategy: Headwind from Outflows May Persist
JCI consensus est. saw a cut to 4.5%, though it still stands out among peers; we believe better entry will emerge when outflow subsides.
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Metal Mining: Hope from China’s Latest Stimulus, Albeit More Is Needed (OVERWEIGHT)
China’s latest stimulus offers hope for improving productivity, but we see challenges as property prices have continued to fall in recent months.
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