Consumer: Expect Solid Core Profit Growth on Better Margins, Revenue Growth May Remain Soft
We estimate sector’s 2Q24 core profit to grow at a healthy doubledigit rate, but expect weak rev. growth (2.8% yoy/ -15.8% qoq)
172 Views
The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
244 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
220 Views
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Grab Holdings, and Philippine StockExchange
The past week saw insights on Kalbe Farma (KLBF IJ), Grab Holdings (GRAB US), Philippine Stock Exchange (PSE PM), Best World International (BEST...
219 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
389 Views