Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
333 Views
AKR Results (AKRA IJ) - Fuelled by Smelters and Industry
AKR Corporindo 1H2022 results were impressive, with sales up +107% YoY and profit by +74% YoY driven by strong demand for both petroleum products...
274 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
299 Views
Still Bearish at the Index Level; Remain Overweight Defensives & Commodity Sectors
Our outlook remains bearish at the index level as downtrends remain intact on the MSCI broad global indexes and also within Japan, Hong Kong,...
493 Views
AKRA Corporindo (AKRA IJ) - Front and Centre on Economic Recovery and Commodities
AKR Corporindo results reflected its key exposure to both economic recovery in Indonesia and its exposure to rising commodity prices through its...
272 Views