Indonesia Flow Radar - Jul-26: Testing the waters
JT GHJul-26 ownership data suggest investors are testing the waters...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
Jul-26 ownership data suggest investors are testing the waters...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
AKRA posted a record 1H26 net profit of IDR1.43tn (+21% yoy)...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
AUTO delivered a record first-half results for 2026...
AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjad Gerald Hugo
The largest foreign exodus on record...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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