Link to Macquarie Research
https://www.macquarieinsights.com//#/overview
Monde Nissin
Monde Nissin Corp. (MONDE PM) - Taking a pause
AYALA LAND
Ayala Land - Positive catalysts for rest of 2021 and beyond
Ayala Land - A 2Q21 profit surprise, but not the best quality source
BANCO DE ORO
BDO Unibank (BDO PM) - Provisions-driven earnings growth this year; revenues to improve from 2022
UNIVERSAL ROBINA
Universal Robina (URC PM) - Not immune, but positioned to manage risks
FOODPANDA PHILIPPINES
PH Consumer & Retail Sector - Online food delivery on the rise
FRONTKEN
Frontken Corp (FRCB MK) - Attractive volume play on bullish semi trends
CTOS
CTOS Digital Bhd (CTOS MK) - When scarcity and quality meet (Initiation)
Digital Malaysia: Merchant Acquirers - Plenty to gain in burgeoning payments space
Malaysia Banks: BNM stats - June ?1: Stress indicators emerging
Matahari Putra Prima (MPPA IJ) - E-groceries transforming a legacy retailer
Indonesia E-Commerce
Bukalapak.com (BUKA IJ) - Spotlight on Mitra/O2O growth
Merdeka Copper
Merdeka Copper Gold (MDKA IJ) - Unlocking value every step of the way (Initiation)
Merdeka Copper Gold (MDKA IJ) - One step closer to the finish line
Triputra
Triputra Agro Persada (TAPG IJ) - Path to sustainable palm yields (Initiation)
ASEAN Plantations - When the bough breaks?/SPAN>
Astra International
Astra International (ASII IJ) - Resilient July-21 for 4W market; gov?? luxury sales tax relaxation success story
Mandiri
Bank Mandiri - When the tide goes out...
Bank Mandiri (BMRI IJ) - Corporate strength bodes well for the thesis
BCA
Bank Central Asia - Bulletproof Banking
Bank Central Asia (BBCA IJ) - The focus remains on digital, not credit
DBS
DBS (DBS SP) - 2Q21: Lower credit charge results in less earnings decline
Singapore Banks - Unrestrained dividends are back
UOB
UOB (UOB SP) - 2Q21: Solid beat on key metrics
Singapore Banks - SG and Malaysia reopening key catalysts
CAPL
CapitaLand (CAPL SP) - Clearer path ahead
CapitaLand (CAPL SP) - The path ahead
CITY DEVELOPMENT
City Developments (CIT SP) - Crystallising the deep embedded value
UOL
UOL Group (UOL SP) - Hints of larger redevelopment pipeline
Singapore Property - Firm land bids a sign of confidence
KBANK
Thai financials - BoT new measures: liquidity injection and debt restructuring for retail/SMEs
CPALL
CP All PCL (CPALL TB) - Still facing short-term headwinds from Covid
Thai Grocery Retailers - Pricing in short-term headwinds
NANOFILM
Nanofilm Technologies International (NANO SP) - Takeaways from dialogue with NANO? founder
Nanofilm Technologies International (NANO SP) - Still growth, but of a more gradual profile
SEA LIMITED
Sea (SE US) - 2Q21: Revenue beat on strong growth
PROPERTY
Macquarie ESG Analytics Series - Asia Property ESG Scores
Singapore Property - Firm land bids a sign of confidence
Singapore Property - Implications of ESR + ARA
DATACENTRES
Data Centers - Tomorrow? infrastructure?oday
ASEAN BANKS
ASEAN Digital Wallets - Insights from our virtual event
Digital ASEAN - First wallets, now digital banks
BNPL
Buy Now Pay Later - BNPL vs. the World
BNPL app snapshot - US customer adds: slowdown or bifurcation?
Afterpay (APT AU) - Afterpay Squared
Strategy reports: ASEAN Strategy - Closing in on the end game Philippines Strategy - We are a bit more cautious: Lockdown extending to month-end with slight relaxation Indonesia Strategy - FY22 budget: Healthcare & social protection remain keys; FY23 fiscal consolidation intact Malaysia Strategy ·Polling the people - Divisive reopening
