Summarecon Agung - Inline 1H24 Pre-Sales
SMRA’s 1H24 pre-sales of Rp1.72tr only formed 34% of its FY24F target, yet we deem this expected as it aims to backload sales in 2H24.
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LQ45 Index Rebalance Preview (Feb 2022): Potential Changes Later This Month
Changes to the LQ45 Index will be announced soon & become effective after the close on 31 Jan. We see three potential changes. The adds outperform...
668 Views
IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
513 Views
Lippo Karawaci (LPKR IJ) - Building Solid Foundations
Lippo Karawaci's results made for interesting reading with underlying profitability improving in its real estate and lifestyle segments as it...
317 Views
Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
384 Views