Equity Strategy: External Risks Loom...
Amid the possibility of further tariffs to be imposed by Trump, we think key risk to watch remains on EM currency and market risk-offs.
235 Views
External Risks Loom, But Improving Domestic Conditions May Cushion Against Further De-Rating
Amid the possibility of further tariffs to be imposed by Trump, we think key risk to watch remains on EM currency and market risk-offs.
244 Views
BRIDS Market Pulse : Chart of the Week – BBRI Vs. Rate Cut
JCI ended the week up +0.9% wow, amidst mixed performances for the other EMs. Foreign funds recorded a slight inflow (+US$14.9mn), aided by flows...
471 Views
United Tractors - Raising FY24-26F Est. Post 3Q24 Earnings Beat
UNTR posted robust 3Q24 net profit (+47% yoy/ +22% qoq), driving 9M24 beat, on strong performances of Pama and heavy equipment.
285 Views
Coal Sector: Rising Indonesia Production, but Demand and Cost Curve Remain Supportive for Price
Indonesia’s Jul24 coal production rose +10.7% mom/ +3.2% yoy to 72Mt, driving an improved 7M24 growth to 5.8% yoy (477Mt).
381 Views