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Arsit Pamaranont ... (+11)
  • Arsit Pamaranont
  • Chong Lee Len
  • Gigi Cheuk
  • Heidi Mo Jinghui
  • Jonathan Koh
  • Kampon Akaravarinchai
  • Kate Luang
  • Llelleythan Tan Tan
  • Nurul Nazira Binti Abdullah
  • Philip Wong
  • Stevanus Juanda

Regional Morning Meeting Notes: Wednesday, November 06, 2024

GREATER CHINA Strategy Small-Mid Cap Monthly Stronger order visibility into 2025, reiterate BUY on Crystal International and raise target price to HK$5.12. INDONESIA Results Indofood Sukses Makmur (INDF IJ/BUY/Rp7,875/Target: Rp12,000) 3Q24: Ahead of consensus expectation – driven by IFAR. Indofood CBP (ICBP IJ/BUY/Rp12,450/Target: Rp15,000) 3Q24: Strong volume growth; core NPAT in line wit...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Weekly bulletin - 28 October - 1 November 2024

Bulgarian equity market rose modestly in the second week of October, as the end of the third-quarter earnings season for the companies showed mixed results and did not manage to point the market to a clearer direction. The local Benchmark SOFIX added 0.8% to settle at 854.17, as all the other major indexes closed up, ranging from 0.2% to 1.4%. A newly announced fourth dividend distribution this year by Telematic Interactive (TIB, BGN 20.60, +15.7%) put the name of the company on the top of the g...

Bella Lu Yifei ... (+19)
  • Bella Lu Yifei
  • Chong Lee Len
  • Desmond Chong Chee Wai
  • Greater China Research Team
  • Jo Yee Ng
  • Johnny Yum
  • Jonathan Koh
  • Ken Lee
  • Kenny Yong Hui Lim
  • Kitpon Praipaisarnkit
  • Malaysia Research Team
  • Paula Ruth
  • Posmarito Pakpahan
  • Roy Chen Chengzhi
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Stevanus Juanda
  • Vincent Khoo Boo Aik
  • Wei Xiang Ku

Regional Morning Meeting Notes: Monday, November 04, 2024

GREATER CHINA Strategy Alpha Picks: November Conviction Calls Add Hansoh Pharma, Sands China, CSCEC and BYDE to our BUY list. Add Sinopharm to our SELL list. Sector Aviation – China Airlines: 3Q24 earnings a slight miss; expect losses in seasonally weak 4Q24. Maintain UNDERWEIGHT. Macau Gaming Oct 24 GGR up 7% yoy and...

TWOU 2U INC.
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
CTRA CIPUTRA DEVELOPMENT
BBRI PT BANK RAKYAT INDONESIA (PERSERO) TBK CLASS B
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
KLBF PT KALBE FARMA TBK
ADVANC ADVANCED INFO SERVICE PUBLIC CO. LTD.
00027 GALAXY ENTERTAINMENT GROUP LIMITED
BMRI PT BANK MANDIRI (PERSERO) TBK
7113 TOP GLOVE CORPORATION BHD.
601668 CHINA STATE CONSTRUCTION ENGINEERING CORP. LTD. CLASS A
X2S SINOPHARM GROUP CO. LTD. CLASS H
5162 VSTECS
599A SANDS CHINA LTD.
ASII PT ASTRA INTERNATIONAL TBK
Q5T FAR EAST HOSPITALITY TRUST
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
AD2 AIR CHINA LIMITED CLASS H
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
1055 CHINA SOUTHERN AIRLINES COMPANY LIMITED CLASS H
0670 CHINA EASTERN AIRLINES CORPORATION LIMITED CLASS H
AXIATA AXIATA GROUP BERHAD
MAXIS MAXIS BHD
YNS YINSON HOLDINGS BHD
RHBBANK RHB BANK BHD
T TELEKOM MALAYSIA BHD
GAM GAMUDA BHD
VSI V.S. INDUSTRY BERHAD
MYEG MY EG SERVICES BHD
ECW ECO WORLD DEVELOPMENT GROUP
TXG 10X GENOMICS INC CLASS A
RGB RGB INTERNATIONAL BHD
TDC TIME DOTCOM BHD
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3692 HANSOH PHARMACEUTICAL GROUP
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
BBNI BANK NEGARA INDONESIA PERSER
EXCL XL AXIATA TBK PT
CMRY PT CISARUA MOUNTAIN DAIRY TBK
CDB CELCOMDIGI BHD
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
2232 CRYSTAL INTERNATIONAL GROUP LTD
Z29 029 GROUP SE
02015 LI AUTO INC
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
Jonathan Koh
  • Jonathan Koh

Singapore Daily: Friday, November 01, 2024

KEY HIGHLIGHTS Strategy Alpha Picks: Solid Beat For Oct 24 Our Alpha Picks portfolio beat the STI by 1.1ppt in Oct 24, rising 0.4% mom on an equal-weighted basis. Add MPM and remove SATS, FRKN and CLI for Nov 24. Sector REITs S-REITs monthly update (Oct 24). Results Mapletree Industrial Trust (MINT SP/BUY/S$2.40/Target: S$3.05) 2QFY25: Generating positive reversions and stable occupancies. Wilmar Intern...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 31 October 2024

The Bulgarian equity market had a mixed showing on Wednesday, though ultimately the main indexes were up in range from 0.39% to 0.74%. SOFIX (841.39, +0.40%) rebounded from its 200-day MA mainly supported by First Investment Bank (FIB, BGN 3.66, +5.17%) recovery after the announcement of Q3 financial data, which couldn’t reach the previous year results for the same period on the other hand. BGREIT (211.42) was the exception, following the pull back of the real estate sector and settled 0.41% low...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 30 October 2024

For a second consecutive trading day SOFIX (838.02, -0.57%) lost altitude under the selling pressure on most heavy members. First Investment Bank (FIB, BGN 3.48, -7.45%), Agria (AGH, BGN 19.20, -2.04%) and Elana Agrocredit (EAC, BGN 1.06, -1.85%) weighed on the main index. Sirma Group Holding (SGH, BGN 1.05, -0.94%) and Shelly (SLYG, EUR 32.90, -0.60%) confirmed their negative trend from the last weeks and huge selling pressure lowered both names on Tuesday.

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Weekly bulletin - 21 October - 28 October 2024

The lack of investors’ enthusiasm and the negative trend on the Bulgarian stock market became more visible during the past week and all major indexes finished with losses. The local benchmark SOFIX decreased by 0.8% to settle at 847.18, while the broad ones – BGBX40 (167.02, -1.6%) and BGTR30 (853.24, -1.8%) performed worse. Speedy (SPDY, BGN 224.00, +3.7%) led the list of gainers within our list of selected companies, followed by the SOFIX members Sirma Group Holding (SGH, BGN 1.08, +1.9%) and ...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 28 October 2024

SOFIX (847.18, +0.12%) confirmed the tied range from the last 6 months /860 – 830/ and small daily fluctuations with poor liquidity fixed the main index almost unchanged. Most institutional investors stood away from trading as Q3-2024 financial results are to be released in the next few days and trading was dominated by retail investors. Small daily volumes with Agria (AGH, BGN 19.60, +1.55%), Sirma Group Holding (SGH, BGN 1.08, +1.89%) and Doverie United Holding (DUH, BGN 8.00, +1.01%) fully of...

Arsit Pamaranont ... (+15)
  • Arsit Pamaranont
  • Chong Lee Len
  • Colin Lee
  • Jack Goh Tooan Orng
  • Jack Lai Yuan Khai
  • Johnny Yum Chung Man
  • Jonathan Koh
  • Julia Pan Mengyao
  • Kenny Yong Hui Lim
  • Ming San Soong
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Stevanus Juanda
  • Tanaporn Visaruthaphong
  • Thanawat Thangchadakorn

Regional Morning Meeting Notes: Thursday, October 24, 2024

GREATER CHINA Results Hong Kong Exchanges and Clearing (388 HK/BUY/HK$314.80/Target: HK$364.00) 3Q24: Risk-and-reward is more balanced. Upgrade to BUY. Han’s Laser (002008 CH/HOLD/Rmb24.42/Target: Rmb22.70) 3Q24: Net profit misses, but visibility of recovery improving. Downgrade to HOLD. New Oriental Education & Technology Group (EDU US/BUY/US$62.15/Target: US$85.00) 1QFY25: In line; moderated growth outlook in 2QFY25 on low seasonality. Update Xtep International Holdings (...

Damon Shen ... (+8)
  • Damon Shen
  • Jack Goh Tooan Orng
  • Jack Lai Yuan Khai
  • Jieqi Liu
  • Jonathan Koh
  • Posmarito Pakpahan
  • Shirley Wang Xueyi
  • Stella Guo Yuting

Regional Morning Meeting Notes: Wednesday, October 23, 2024

GREATER CHINA Sector Property Expect a narrower gap between mortgage rates and rental yields of China’s major cities. Update Li Ning (2331 HK/BUY/HK$16.06/Target: HK$20.40) 3Q24 sell-through declined by mid-single-digit; uncertainties remain and discounts may deepen in 4Q24. INDONESIA Initiate Coverage Bank Syariah Indonesia (BRIS IJ/BUY/Rp3,000/Target: Rp3,400) ...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 22 October 2024

The Bulgarian equity market faced some selling pressure on Monday and settled all main indexes with losses in range between 1.11% to 0.69%. Downside bias was the result of widened Bid/Ask spreads for Bulgarian Real Estate Fund (BREF, BGN 3.84, -3.03%) and Chimimport (CHIM, BGN 0.705, -2.76%) and aggressive sellers of First Investment Bank (FIB, BGN 3.82, -4.98%) and Shelly Group (SLYG, EUR 33.50, -2.05%). The volumes slipped even more compared to previous trading sessions and remained below the ...

Colin Lee ... (+12)
  • Colin Lee
  • Heidi Mo Jinghui
  • John Cheong Ming Chern
  • Johnny Yum Chung Man
  • Kenny Yong Hui Lim
  • Kong Ho Meng
  • Paula Ruth
  • Philip Wong
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Thanawat Thangchadakorn
  • Ziv Ang Sze Champ

Regional Morning Meeting Notes: Tuesday, October 22, 2024

GREATER CHINA Results Ping An Insurance Group (2318 HK/BUY/HK$49.05/Target: HK$69.00) 3Q24: Bountiful harvest after prolonged dry spell. ZTE Corporation (763 HK/HOLD/HK$21.05/Target: HK$19.00) 3Q24: Results miss, expect stringent cost controls before next capex cycle. Downgrade to HOLD. Zijin Mining (2899 HK/BUY/HK$17.40/Target: HK$21.90) 3Q24: In line; mining entities’ gross margin down 1.2ppt qoq on lower copper ASP. Update Jiumaojiu In...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Weekly bulletin - 14 October - 18 October 2024

The Bulgarian stock market indexes finished the week almost flat on Friday with the exception of BGREIT (208.71, +1.4%), largely supported by the strong movement of its member Bulgarian Real Estate Fund (BREF, BGN 3.96, +7,0%). The local benchmark SOFIX added 0.1%, closing at 854.43, while the extended BGBX40 (169.74, -0.3%) and BGTR30 (868.87, -0.2%) ended a notch lower. Declining stocks outnumbered the rising ones within our list of selected companies by 16 to 8, 5 remained unchanged. Our top ...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 17 October 2024

The Bulgarian equity market had a moderate showing on Wednesday and all major indexes settled on positive territory in range between 0.11% and 1.01%. The volatile price actions led the heavy member Shelly Group (SLYG, EUR 34.80) to 4.19% gain though the average price of the turnover was EUR 33.32, which along with Sopharma Trading were the main motors of the day for SOFIX (856.59, +1.01%). The daily turnover continued to exceed the 3-months average concentrated on the benchmark index.

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Weekly Bulletin - 7 October - 11 October 2024

The Bulgarian stock market continued its movement from the previous weeks with no clear direction, mixed trades and poor turnover. The local benchmark SOFIX added 0.1%, closing at 855.40, while BGBX40 (170.21, +1.2%) and BGREIT (208.71, +1.1%) showed some positive mood. Advancing stocks outnumbered falling ones in our list of selected securities and 3 ended unchanged. Our top performer was Speedy (SPDY, BGN 224.00, +16.1%), followed by the industrial Stara Planina Hold (SPH, BGN 10.20, +7.4%) an...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 15 October 2024

The first session of the week featured a mixed price actions, which ultimately led the main indexes to negative territory. The decliners prevailed advancers by 4-to-1 margin within the Bulgarian equity market, tough Bulgarian Real Estate Fund (BREF, BGN 3.86, +4.32%) experienced significant buying interest after the announcement of a deal with Bricolage Shopping Centre and settled BGREIT (210.91, +1.05%) alone on positive territory with new record high. The turnover was above average based mainl...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 14 October 2024

The Bulgarian equity market closed the choppy week on a downbeat note, leading the main index SOFIX (855.40, -0.41%) to negative territory. Positive price actions with Speedy (SPDY, BGN 224.00, +3.70%) along with Chimimport (CHIM, BGN 0.74, +4.23%) smoothed the daily performance of the broad indexes BGBX40 (170.21, -0.08%) and BGTR30 (870.60, +0.01%). Sopharma Buildings (SFB, BGN 13.20, -2.94%) and Monbat (MONB, BGN 2.68, -2.90%) were the daily laggards though the turnover was weak and barely re...

Mihail Dimitrov ... (+2)
  • Mihail Dimitrov
  • Veselin Radoychev Please Change Surname

Morning Bulletin - 11 October 2024

There was another negative bias in the Bulgarian equity market on Thursday. The downside moves were limited, though, and the main indexes settled mixed. The participants reacted on slowing activity and took some profits in names like Chimimport (CHIM, BGN 0.71, -3.40%) and Shelly Group (SLYG, BGN 35.50, -1.11%), which sent SOFIX (858.94, -0.32%) below the surface. The broad indexes – BGBX40 (170.35, +0.32%) and BGTR30 (870.55, +0.13%) - outperformed supported by Industrial Holding Bulgaria (IHB,...

Anas Fitri Bin Ahmad ... (+8)
  • Anas Fitri Bin Ahmad
  • Benjaphol Suthwanish
  • Jack Goh Tooan Orng
  • Jonathan Koh
  • Kampon Akaravarinchai
  • Keith Wee Teck Keong
  • Malaysia Research Team
  • Stevanus Juanda

Regional Morning Meeting Notes: Friday, October 11, 2024

INDONESIA Asian Gems Corporate Highlights Aspirasi Hidup Indonesia (ACES IJ/BUY/Rp720/Target: Rp1,200) Store expansion pace picking up. MALAYSIA Sector Plantation MPOB's Sep 24 data showed slow inventory rebuilding due to a decline in production even as exports improved. Results Top Glove (TOPG MK/BUY/RM1.03/Target: RM1.31) 4QFY24: Losses narrow but below expectation...

Benjaphol Suthwanish ... (+7)
  • Benjaphol Suthwanish
  • Damon Shen
  • Julia Pan Mengyao
  • Llelleythan Tan Tan
  • Nurul Nazira Binti Abdullah
  • Posmarito Pakpahan
  • Tanaporn Visaruthaphong

Regional Morning Meeting Notes: Thursday, October 10, 2024

GREATER CHINA Sector Property and Property Management Encouraging property sales during Golden Week; watching policy implementation and improvement in fundamentals in 4Q24. INDONESIA Asian Gems Corporate Highlights Bank Central Asia (BBCA IJ/BUY/Rp10,450/Target: Rp12,000) Plenty of room to grow. Bank Negara Indonesia (BBNI IJ/BUY/Rp5,325/Target: Rp6,560) Aspires to book 20% ROE in 2028. MALAYSIA Asian Gems Corporate Hi...

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