IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
534 Views
Merdeka Battery Materials - Solid 2Q24 Earnings, but 1H24 Still a Miss
MBMA’s 2Q24 earnings was a robust US$16.7mn, but we see a weaker 3Q24 ahead. AIM project will now contribute in FY25 instead, due to delays in...
240 Views
Merdeka Battery Materials - 1Q24 Earnings Miss..
1Q results were below estimates, however we remain optimistic on 2Q earnings as nickel matte ASP could improve on higher LME price
205 Views
Smartkarma Originals
ASEAN EV Ecosystem Update: Further Initiatives to Build a Regional EV Ecosystem
Development of a robust EV ecosystem remains a primary goal of the governments in the region. Governments continue to introduce new initiatives...
1.4k Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
434 Views