Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
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Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
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Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
258 Views
Indofood Sukses Makmur (INDF IJ): A Value Proxy for ICBP
In 2023, the expectation of better ICBP margins, brisker volume growth at Bogasari and lower forex losses will lead to solid earnings growth for INDF.
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Equity Snapshot: April 06, 2023
Indofood CBP Sukses Makmur: Margins improvement on the cards (ICBP.IJ IDR 10,125 BUY.TP IDR 12,400). 2023 should be another good year for consumer...
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