Tobacco Sector - A Biting Year Ahead
Based on our channel checks, tobacco companies under our coverage were relatively slow in adjusting ASPs in 2Q24 to offset the FY25 excise tax hike...
403 Views
The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
275 Views
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
626 Views
Cigarette: Attractive Value Proposition Despite Lingering Regulatory Headwinds...
FY24 excise revenue target growth of 5% yoy and 10% avg. tariff growth implies negative industry volume growth will continue.
326 Views
Cigarette: Attractive Value Proposition Despite Lingering Regulatory Headwinds
FY24 excise revenue target growth of 5% yoy and 10% avg. tariff growth implies negative industry volume growth will continue.
321 Views