4Q23 Preview: Telcos to Deliver Tangible Quarterly Topline Growth with Broadly In-Line Earnings
ISAT is our top pick for expected earnings improvements, while EXCL is an attractive merger target and has value unlocking potential.
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Equity Strategy: Re-Emerging Risk Factors May Warrant More Conservative Positioning in Feb24
We see Telcos (ISAT, EXCL) and middle-high retailers as sectors with potential growth surprises, reasonable valuations and are less crowded.
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Equity Strategy: FY24 Outlook: The Road to JCI 8,000
JCI’s 13x PE implies room for a rerating if growth improves, while Indonesia’s resilient economic growth offers downside protection.
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The Stocks to Own in ASEAN – Vol. 45
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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Telco: Positive KTAs from Our Meeting with Kemkominfo ( OVERWEIGHT)
We met with the Telecommunications Ministry (Kemkominfo), coming away with positive takeaways for the operators, as the ministry: a) fully supports...
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