Metal Mining: 3Q24 Preview
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
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The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
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Vale Indonesia: Potential Lull Before Big Transition For Pure Nickel Play
While pure nickel play PT Vale Indonesia could more than double its capacity over the next few years through new projects, it could face a short...
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Equity Strategy: Headwind from Outflows May Persist
JCI consensus est. saw a cut to 4.5%, though it still stands out among peers; we believe better entry will emerge when outflow subsides.
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Metal Mining: Hope from China’s Latest Stimulus, Albeit More Is Needed (OVERWEIGHT)
China’s latest stimulus offers hope for improving productivity, but we see challenges as property prices have continued to fall in recent months.
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