AKR Corporindo - Expect in Line 3Q24E Result and 4Q24E to Remain as the Strongest Quarter
We estimate in line 3Q24E for AKRA (net profit at 63% of our FY24F vs 61%-72% seasonality), as petroleum and land sales may improve qoq.
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LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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AKR Corporindo (AKRA IJ) - Industrial Chameleon
AKR Corporindo (AKRA IJ) booked an impressive finish to the year despite slower revenue growth from its trading & distribution business boosted by...
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AKR Corporindo (AKRA IJ) - Holistic Industrial Proxy
AKR Corporindo (AKRA IJ) is an increasingly holistic play on Indonesia's growth through its fuel and chemical distribution, which is being hosted...
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The Stocks to Own in Asia – Vol. 54
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, 10 new join the fray.
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