Growth Headwinds Priced In, but We Prefer Defensive and ‘quality’ Amid Lingering Uncertainties
We project a softer FY24 EPS growth outlook of +3% yoy (vs. +5% prev.) amid slowing growth in 2Q24, but see limited further downside risk
353 Views
The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
513 Views
CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
488 Views
Healthcare : On Track 4Q23 Operational Affirm Attractive Growth and Return Outlook
Our latest checks with the healthcare operators indicated positive operational trajectory in 4Q23, hence we expect in-line 4Q23 earnings.
383 Views
The Week That Was in ASEAN@Smartkarma - Astra Intl, Indonesian Banks, and Thai Credit Bank IPO.
The past week saw insights on Astra International (ASII IJ), Mandala Multifinance (MFIN IJ), Johor Plantations Group IPO, Frasers Centrepoint Trust...
432 Views