Hartadinata Abadi (HRTA IJ) (Buy) - Gaining ground in gold
JW SH NY SCHartadinata operates an integrated mid-to-downstream...
RETAIL Hartadinata Abadi HRTA HRTA JK HRTA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Indonesia Equity Strategy - Site Visit: Social aid digitalisation for the intended beneficiaries
NY GHCourtesy of the National Economic Council (NEC), we visited...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo
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Indonesia CPO - De-risked and re-rated
SH SC JW NYWe maintain our bullish forecasts on the CPO sector...
AGRI-RELATED Indonesia CPO Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Indonesia Retailers - Impact from rice supply shortages
JW SH NY SCThe Indonesian Association of Retailers (APRINDO) recently highlighted...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Indonesia FMCG - Thirsty season
SH SC JW NYThe National Oceanic and Atmospheric Administration (NOAA) predicts...
FOOD AND BEVERAGE Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Indonesia Equity Strategy - Super El Niño – Key sector implications
JT GHHistorical El Niño episodes have weighed on Indonesia's growth...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Oil and Gas - Upside risk to crude oil from sudden surge in China demand
MW NSWe hold a constructive view on the Indonesia oil & gas sector...
OIL AND GAS OR CHEMICALS Indonesia Oil and Gas Michael Wildon Ng Nizam Syafik
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Indonesia Banks - Jul-26 results summary
EWIndonesia's major banks — BBCA IJ, BMRI IJ, BRIS IJ, BBNI IJ and BBRI IJ...
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Bank Rakyat Indonesia (BBRI IJ) (Buy) - Jul-26 results – q-q decline
EWBBRI has released its bank-only Jul-26 results...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
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Astra International (ASII IJ) (Buy) - Astra Group buyback
JT DT GHASII's IDR8tn buyback started on...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Bank Rakyat Indonesia (BBRI IJ) (Buy) - Strong 1H26 results (profit +18% y-y)
EWBBRI delivered strong 1H26 results, reporting...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
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Indonesia Equity Strategy - Corporate Health Check 2Q26: robust financial results, still a subdued outlook
JT GHWe compiled 2Q26 results across ~230 JCI companies...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Sarana Menara Nusantara (TOWR IJ) (Buy) - Connectivity is the next big thing
EWTower leasing remains TOWR's core cash-generating business...
TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya
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Bank Syariah Indonesia (BRIS IJ) (Buy) - Jul-26 results in line
EWBRIS has released its Jul-26 results...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya
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Bank Negara Indonesia (BBNI IJ) (Buy) - Decent Jul-26 results
EWBBNI has released its bank-only Jul-26 results...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya