The Week That Was in ASEAN@Smartkarma - Erajaya's Strong Finish, Grab +ve, and Alfamart's On-Target
The past week saw insights on Erajaya Swasembada (ERAA IJ), Grab Holdings (GRAB US), GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT...
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Metal Mining: FY25F Outlook: Growth from a Low Base
With limited addition of RKEF capacity and closures of plants exIndonesia, we expect the oversupply of class-2 products to subside.We downgraded...
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
616 Views
Metal Mining: NPI Price Could Weaken on RKAB Release
While Tin prices have softened, China still struggles to source tin ore, which has decreased refined tin production by 31% mom.
475 Views
Metal Mining: Expect a Slower Quarter, but a Majority Beat in 9M24 Due to Low Expectations
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
287 Views