The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
544 Views
The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
579 Views
Cement: 3Q24 Preview: Expanding Volume, Stabilizing ASP
We expect SMGR/ INTP 9M24F to reach 47%/63% of our estimate vs. 72%/65% seasonality, hence potential miss for SMGR but inline for INTP.
319 Views
Cement: Divergence Between SMGR and INTP Sales Volumes in Aug24
INTP's sales vol continued to outperform with a 3.5% yoy growth (exGrobogan) in Aug24, vs. industry’s -1% yoy and SMGR’s -5% yoy.
338 Views
Cement: Jul24 Sales: Strong 14% Mom Vol Growth, but Risk from Fighting Brand Pricing of Merdeka
Industry sales vol grew robustly by 14.1% mom in Jul-24, with SMGR domestic vol grew 8% mom and INTP vol expanded by 23% mom.
351 Views