In today’s briefing:
- Sido Muncul (SIDO): Take Your Win First
- Morning Views Asia: China Oil And Gas, Lippo Karawaci, SJM Holdings, Softbank Group
Sido Muncul (SIDO): Take Your Win First
- Sido Muncul (SIDO IJ) had a poor Q2-Q3 numbers, and investors sold off.
- The recent uptick is driven by revenue growth and cost cutting exercises (mainly in wages) that improve margins.
- Productivity may not stay at the same level thus Q2 24 numbers are key. Take your win first.
Morning Views Asia: China Oil And Gas, Lippo Karawaci, SJM Holdings, Softbank Group
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.
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