Erajaya Swasembada (ERAA IJ) - Less New Stores with Higher Volumes
Erajaya will slow its store buildout this year as it focuses on productivity ny it is still expected to add 200 new stores in Indonesia. Valuation...
412 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
270 Views
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
487 Views
MWG - On Track to Sales Recovery, yet a Bumpy Road for Full Profit Restoration
MWG recorded a significant decline in Q1/23 net revenue, plummeting by 26% YoY and 11% QoQ. NPAT-MI exhibited a drastic drop of 99% YoY, resulting...
207 Views
ETFs Monitor in 1Q24
he HSX recently announced updates to the component securities (including changes in component stocks and calculation factors) in the VN30 Index
381 Views