AKR Corporindo (AKRA IJ) (Buy) - NDR feedback – Firing all growth engines
JT DTWe attended AKRA NDR and met with foreign investors...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi
We attended AKRA NDR and met with foreign investors...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi
June 2026 four-wheeler (4W) sales data points to...
AUTOS AND AUTO PARTS Indonesia Auto Jupriadi Tan David Tjahjadi Gerald Hugo
Jun-26 flows reaffirm investors' defensive stance...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
AKR Corporindo (AKRA) has demonstrated...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Three years since our last Indonesia industrial...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
Jardine Matheson (JM SP, Not rated) – Astra's parent holding company...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi
We analyze historical market cycle to...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
May-26 flows mark a near-complete reversal...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
AVIA delivered a record 1Q26 with revenue...
CHEMICALS Avia Avian AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
Indonesia's 1Q26 BoP printed -2.4% of...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
Astra targets low-teens TSR over the next 10 years...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
As discussed in our previous analysis on TSR, we think that Astra
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi
Year-to-date April institutional equity flows confirm...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
ASSA booked 1Q26 revenue of IDR1.5tn (+11% y-y, -2.3% q-q)..
TRANSPORT OR LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi