Indonesia: Sentiment Weakens as Key Sectors and Stocks Lose Ground
Indonesia's exposure among EM funds is beginning to taper, with 2.3% of funds closing positions and 6.3% shifting to underweight over the past six...
346 Views
Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
384 Views
Telco: Navigating the 3Q24 Soft Season Challenges and Capitalizing on 4Q24 Opportunities
TSEL moderates its TSEL Lite promotions and 30-day 6GB packs to avoid downtrading amid soft outlook, and in turn, soften the competition.
234 Views
CrossASEAN Ground Zero - MR DIY Thailand IPO, PropertyGuru, Fibre Battles, and GoTo
In this edition, we look at MY DIY Thailand's plans for an IPO, PropertyGuru's latest results, and the increase in M&A activity in the Indonesian...
323 Views
The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
333 Views