Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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Charoen Pokphand Indonesia (CPIN IJ) - Robust 2Q Earnings but Still Lower Y-O-Y
Charoen Pokphand Indonesia(CPIN IJ)Robust 2Q earnings but still lower y-o-yCPIN booked 2Q23 core net profits of IDR 1.1 trillion (-15% y-o-y, +273%...
311 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
281 Views
Poultry: Headwinds from Both Costs and Selling Prices
Despite looking at better performance in 2H23 from moderating feed raw material costs and better purchasing power, we expect weak 1Q23 earnings off...
274 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
326 Views