reports
- Arsit Pamaranont
- Benjaphol Suthwanish
- Benyamin Mikael
- Chong Lee Len
- Claire Wang Kelai
- Colin Lee
- Ejann Hiew
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Jonathan Koh
- Kampon Akaravarinchai
- Kenny Yong Hui Lim
- Kong Ho Meng
- Lester Siew
- Shirley Wang Xueyi
- Stella Guo Yuting
- Ziv Ang Sze Champ
Regional Morning Notes - Wednesday, April 30, 2025
GREATER CHINA Results China Construction Bank (939 HK/HOLD/HK$6.79/Target: HK$7.00): 1Q25: Earnings miss due to weaker NIM and fee income; tariff risk is limited. Downgrade to HOLD. China Longyuan Power (916 HK/HOLD/HK$6.10/Target: HK$6.60): 1Q25: In line; cautious outlook amid rising curtailment rates and upcoming policy shift. China Merchants Bank (3968 HK/BUY/HK$44.50/Target: HK$49.00): 1Q25: Earnings down 2.1% yoy on weaker trading gains. Estun Automation (002747 CH/SELL/Rmb19.17/Target: Rmb...
BCP THE BANGCHAK PETROLEUM PCL
FCT FRASERS CENTREPOINT TRUST
BRPT PT BARITO PACIFIC TBK
F34 WILMAR INTERNATIONAL LIMITED
ESSO ESSO (THAILAND)
6WX CHINA LONGYUAN POWER GROUP CORP. LTD. CLASS H
600519 KWEICHOW MOUTAI CO. LTD. CLASS A
601939 CHINA CONSTRUCTION BANK CORPORATION CLASS A
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
5243 VELESTO ENERGY
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
333 MIDEA GROUP
2747 ESTUN AUTOMATION
MPM MARCO POLO MARINE LTD
SCGP SCG PACKAGING PCL
- Benyamin Mikael
Barito Pacific (BRPT IJ) - Billion-dollar Transformation
BRPT is a diversified Indonesian holding company with core businesses in petrochemicals (TPIA) and renewable energy (BREN). TPIA is expanding capacity through the CA-EDC project and Shell’s SECP Singapore acquisition (potentially boosting revenue by fivefold), while BREN aims for global geothermal leadership. Key near-term catalysts include strong 2Q25 earnings and the CDI IPO. BRPT is trading at 2.5x 2024 P/B or below -1SD to its five-year mean.
- Benyamin Mikael
- Maskun Ramli
PT Barito Pacific Tbk: 1 director
A director at PT Barito Pacific Tbk bought 11,000,000 shares at 790.090IDR and the significance rating of the trade was 66/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ...
BARITO PACIFIC sees a downgrade to Slightly Negative on account of les...
The independent financial analyst theScreener just lowered the general evaluation of BARITO PACIFIC (ID), active in the Commodity Chemicals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date December 3, 2021, the closing price was IDR ...
Moody's withdraws Barito Pacific's rating for business reasons
Rating Action: Moody's withdraws Barito Pacific's rating for business reasons. Global Credit Research- 16 Mar 2021. Singapore, March 16, 2021-- Moody's Investors Service has today withdrawn Barito Pacific Tbk' s B1 corporate family rating and stable outlook.
Moody's announces completion of a periodic review of ratings of Barito...
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Barito Pacific Tbk. Global Credit Research- 13 Nov 2020. Singapore, November 13, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Barito Pacific Tbk and other ratings that are associated with the same analytical unit.
Barito Pacific Tbk (P.T.): Update to credit analysis
CORPORATES CREDIT OPINION 27 August 2020 Update RATINGS Barito Pacific Tbk (P.T.) Domicile Indonesia Long Term Rating B1 Type LT Corporate Family Ratings Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Jacintha Poh +65.6398.8320
Moody's announces completion of a periodic review of ratings of Barito...
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Barito Pacific Tbk. Global Credit Research- 23 Jan 2020. Singapore, January 23, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Barito Pacific Tbk and other ratings that are associated with the same analytical unit.
Moody's assigns first-time B1 CFR to Barito Pacific; outlook stable
Rating Action: Moody's assigns first-time B1 CFR to Barito Pacific; outlook stable. Global Credit Research- 03 May 2019. Singapore, May 03, 2019-- Moody's Investors Service has assigned a B1 corporate family rating to Barito Pacific Tbk.
- Dave Nicoski
- Ross LaDuke
Int'l Insights: EM Strategy
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance. Nonetheless, the MSCI EM index is bottoming and remains attractive from a price perspective. We believe this recent RS weakness could very well be part of a longer-term RS bottoming process - especially if the U.S. dollar (DXY) is unable to break above 98. Below we highlight attractive and actionable themes within EM: • EM Countries: China has assumed a...
CHILE BANCO DE CHILE
MELI MERCADOLIBRE INC.
BAP. CREDICORP LTD.
9904 POU CHEN CORPORATION
9921 GIANT MANUFACTURING CO. LTD.
2382 QUANTA COMPUTER INC.
4006 ORIENTAL HOLDINGS
002111 WEIHAI GUANGTAI AIRPORT (A)
SMCHILEB SOCIEDAD MATRIZ BANCO DE CHILE SA CL B
KGH KGHM POLSKA MIEDZ S.A.
BRPT PT BARITO PACIFIC TBK
000719 CENTRAL CHINA LAND MEDIA (A)
000861 GUANGDONG HIGHSUN GROUP (A)
000903 KUNMING YUNNEI POWER (A) (SC SZ)
2820 CHINA BILLS FINANCE CORP.
001696 CHONGQING ZONGSHEN POWER MACHINERY (A)
1368 UEM EDGENTA
051910 LG CHEM LTD.
600528 CHINA RAILWAY HI-TECH INDUSTRY CORP. LTD. CLASS A
000270 KIA MOTORS CORPORATION
6139 SYARIKAT TAKAFUL MALAYSIA KELUARGA BERHAD
002032 ZHEJIANG SUPOR CO. LTD. CLASS A
UPL UPL LIMITED
002099 ZHEJIANG HISOAR PHARMACEUTICAL (A)
002187 GUANGZHOU GRANDBUY (A)
300185 TONGYU HEAVY INDUSTRY (A)
300248 NEWCAPEC ELECTRONICS (A)
SCNR SUNAC CHINA HOLDINGS LTD.
300217 ZHENJIANG DONGFANG ELECTRIC HEATING TECHNOLOGY (A)
A161890 KOREA KOLMAR
9802 FULGENT SUN INTERNATIONAL (HOLDING)
603018 CHINA DESIGN GROUP (A)
603118 SHENZHEN GONGJIN ELECTRONICS (A)
00728 CHINA TELECOM CORP. LTD. CLASS H
600724 NINGBO FUDA (A)
6282 ACBEL POLYTECH INC.
RLC ROBINSONS LAND CORP.
600757 CHANGJIANG PUBLISHING AND MEDIA (A)
000551 CREATE TECHNOLOGY & SCIENCE CO. LTD. A
600790 ZHEJIANG CHINA LIGHT & TEXTILE INDUSTRIAL CITY GROUP CO. LTD. A
600872 JONJEE HI-TECH INDUSTRIAL AND COMMERCIAL HOLDING CO. LTD. CLASS A
LIGT3 LIGHT S.A.
002117 TUNGKONG (A)
002546 NANJING XINLIAN ELECTRONICS (A)
002326 ZHEJIANG YONGTAI TECHNOLOGY (A)
300068 ZHEJIANG NARADA POWER SOURCE (A)
601179 CHINA XD ELECTRIC (A)
002698 HARBIN BOSHI AUTOMATION (A)
01848 CHINA AIRCRAFT LEASING GROUP HOLDINGS (RED CHIP)
002731 SHENYANG CUIHUA GOLD AND SILVER JEWELRY (A)
603444 G-BITS NETWORK TECHNOLOGY (XIAMEN) CO. LTD. CLASS A
603303 HENGDIAN GROUP TOSPO LIGHTING (A)
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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