IDX30/LQ45 Index Rebalance: Four Changes for Each Index
There are 4 changes each for the IDX30 and LQ45. Implementation is in 4 trading days. There is over 1 day of ADV to trade on a lot of stocks. Most...
677 Views
Indonesia Banks: How Are BBCA, BBRI, BMRI and BBNI Placed for 2024?
While the sector faces constrained re-rating potential, certain stocks, stock picking opportunities exist. Equity strategy: the potential for...
386 Views
Banks: On-Track for Higher Yields and NIMs in FY24 (OVERWEIGHT)
Maintain Overweight on the sector’s decent earnings growth, sound macro outlook, and potential rate cuts; BBCA and BMRI as ourtop picks.
223 Views
The Week That Was in ASEAN@Smartkarma - Matahari Department Store, Avian's Glosy, and Vinfast
The past week saw insights on Matahari Department Store (LPPF IJ), Adi Sarana Armada (ASSA IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), and...
310 Views
Index Rebalance & ETF Flow Recap: HSI, LQ45, FXI, 2823 HK, SENSEX
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
743 Views