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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The Stocks to Own in ASEAN – Vol. 48
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
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Healthcare: FY25 Budget: Continuation of The Reform Agenda (OVERWEIGHT)
FY25 key policies will be a continuation of the current administration’s, including the introduction of free meal program for pregnant mothers.
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The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
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PT Mitra Keluarga Karyasehat Tbk (MIKA IJ) 1H24: Still In-Line with Improvement Margin
MIKA recorded a revenue of IDR2.4tn in 1H24 (+19.7% YoY), reflecting 51.0%/50.2% of MNCS/Consensus estimation for FY24E.
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