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Indonesia Selamat Pagi!
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Indonesia Selamat Pagi!
Bottom-up Indonesia Insights
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bearish
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Macroeconomics
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22 Nov 2024 19:41
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Broker
Equity Strategy: Attractive Valuation Emerging, Prefer Quality Stocks and USD Hedge...
At a forward P/E of 11.9x, JCI valuation is attractive (160bps spread vs. 10-yr yield); amid macro risks, we favor quality stocks and USD hedge.
BRI Danareksa Research
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36 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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102 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 11:30
Thematic Report: India's Capex Growth Ambitions Vs. Reality
India's capital expenditure is slowing down due to elections, prompting the government to aim for 50.5% growth in the second half of FY25 to make...
Nimish Maheshwari
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117 Views
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bullish
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Mitra Adiperkasa
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21 Nov 2024 20:37
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Broker
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.
BRI Danareksa Research
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128 Views
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bullish
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MAP Aktif Adiperkasa PT
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21 Nov 2024 20:36
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Broker
MAP Aktif - Store Expansions and Cost Efficiency Drive FY24-26F Est. And TP Upgrade
New store openings and cost management initiatives drove solid 9M24 net profit growth of 8.4% yoy. We increased our FY24/25F net profit estimates...
BRI Danareksa Research
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