Sido Muncul (SIDO IJ) - 4Q23 Earnings Beat and Rosy Outlook, but Already Priced In
SIDO guided for >10% yoy top and bottom line growth in FY24, expected to be supported by exports, new products & higher outlet...
400 Views
Sido Muncul (SIDO.IJ) - A Steadier Growth Prospect in FY24
Following SIDO’s sluggish sales volume in 9M23, we lowered our FY23/ FY24F net profit estimate by -13.5%/ -12.4%. Nonetheless, we think the worst...
480 Views
LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
314 Views
The Stocks to Own in ASEAN – Vol. 42
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
352 Views
The Week That Was InASEAN@Smartkarma - Thai Beverage, Matahari Department Store, and ROTI Baking
The past week saw insights on Thai Beverage (THBEV SP), Matahari Department Store (LPPF IJ), Nippon Indosari Corpindo (ROTI IJ, Yeo Hiap Seng, and...
230 Views