Lucror Analytics - Morning Views Asia
In the US, the March Conference Board consumer confidence index fell to a four-year low of 92.9 (94.0 e / 100.1 revised p).
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The Week That Was in ASEAN@Smartkarma - Alfamart's Guidance, Indonesia's Pragmatism, and Thai Banks
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ, SLB Development (SLB SP), Japfa Ltd (JAP SP), Hyphens Pharma International (HYP SP),...
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Equity Strategy: Potential Winners from BI’s Surprise Rate Cut
The period of policy rate cut was historically positive for JCI, which delivered 21% return during FY16-18 125bps rate cut.
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Property: FY25 Outlook: Picking the Winners Amid Industry Challenges (OVERWEIGHT)
We expect the VAT & BPHTB incentives, which have evidently aided buyers’ affordability and developers’ pre-sales, to continue until 2H25.
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The Stocks to Own in Asia – Vol. 47
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.
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