Metal Mining: 3Q24 Preview
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
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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
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...
555 Views
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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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