Erajaya Swasembada (ERAA IJ) - Set up for a Stronger 2025
Erajaya Swasembada booked a strong performance in 3Q2024 but 4Q2024 is likely to be the peak seasonal quarter for sales, even with no sales of...
839 Views
Mitra Adiperkasa (MAPI IJ) - Strong Finisher
A recent meeting with Mitra Adiperkasa confirmed that management remains confident about a strong finish to the year, driven by s strong seasonal...
631 Views
Mitra Adiperkasa - Share Price Underperformance Has Priced in Pessimistic Growth Expectation
We expect MAPI to sustain revenue and net profit growth and thus see 9.5% YTD share price correction to be unwarranted. Maintain Buy.
397 Views
IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
938 Views
LQ45 Index Rebalance Preview (Oct 2024): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in October. There will also be capping flows for BBCA and BBRI. Historically, adds and...
1k Views