Southeast Asia: The Passive Axe Hangs as Positioning Increases
There are 8 Indo, Malay, Thai and Phil stocks that could be deleted from passive portfolios in February. Flow is US$52m-US$123m and impact is 3.5...
675 Views
Metal Mining: FY25F Outlook: Growth from a Low Base
With limited addition of RKEF capacity and closures of plants exIndonesia, we expect the oversupply of class-2 products to subside.We downgraded...
380 Views
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...
842 Views
Metal Mining: NPI Price Could Weaken on RKAB Release
While Tin prices have softened, China still struggles to source tin ore, which has decreased refined tin production by 31% mom.
443 Views
Metal Mining: Expect a Slower Quarter, but a Majority Beat in 9M24 Due to Low Expectations
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
221 Views