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Kalbe Farma (KLBF IJ)
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149
Analysis
Health Care
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Indonesia
PT Kalbe Farma Tbk produces and develops pharmaceutical products for human and animal healthcare. Through its subsidiaries, the Company also operates in the pharmaceutical, health food, and packaging industries.
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bullish
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Thematic (Sector/Industry)
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27 Nov 2023 19:45
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Broker
Consumer: Festive events in 1H24 and higher social aid to cushion soft recovery in FY24 (OVERWEIGHT)
We expect more provision for social aid and the festive events in 1H24 to cushion soft purchasing power recovery amid modest wage hikes.
BRI Danareksa Research
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313 Views
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bullish
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Cross Asset Strategy
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02 Oct 2023 18:38
The Week That Was in ASEAN@Smartkarma - Sea Ltd & TikTok, Prodia, and Matahari Department Store
The past week saw insights on Sea Ltd, Prodia, Kalbe Farma, Matahari Department Store, Mitra Keluarga, Delta Electronics Thailand and Pakuwon Jati,...
Angus Mackintosh
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505 Views
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bullish
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Cross Asset Strategy
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25 Sep 2023 12:45
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
Angus Mackintosh
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449 Views
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bullish
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Cross Asset Strategy
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18 Sep 2023 21:04
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
Angus Mackintosh
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436 Views
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bullish
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Macroeconomics
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12 Sep 2023 08:40
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Broker
Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
BRI Danareksa Research
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341 Views
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