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.
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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.
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LQ45 Index Rebalance Preview (Jan 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in January. The potential adds have been outperforming the deletes. Historically, adds and...
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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...
327 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...
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