INTP IJ - Finetuning FY24-25 Est. On Lower ASP yet Higher Opex Efficiency
INTP recorded an in line 9M24 net profit (66%/68% of our/consensus est), driven by cost efficiency despite lower ASP on a qoq basis.
327 Views
Indocement Tunggal Prakarsa - KTA from Concall: A More Promising Outlook
Though the detailed scheme on 3mn housing is not yet clear, INTP believes the program may boost demand for both bag and bulk.
334 Views
Indocement Tunggal (INTP IJ) - A More Sustainable Cement Player
Indocement (INTP IJ) is trading close to 2-year lows, which seems unjustified given the ongoing recovery and a more positive outlook for FY2024.
610 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
309 Views
The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
351 Views