Indonesia Retailers - When growth starts paying back
JW SH NY SCIndonesia's listed retailers are arguably in their healthiest...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Indonesia's listed retailers are arguably in their healthiest...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
We conclude that overall, 2Q26 FMCG firms’...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We expect Indofood CBP to record mid-teens revenue...
FOOD AND BEVERAGE Indofood CBP Sukses Makmur ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We acknowledge KLBF’s new initiatives—
GENERAL CONSUMER Kalbe Farma KLBF KLBF JK KLBF IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We believe global crude palm oil (CPO) production is...
AGRI-RELATED Indonesia CPO Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
Based on our survey of 25 large FMCG firms in Indonesia...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We expect 2Q26F same-store sales growth (SSSG)...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
We believe MYOR has one of the most...
CONSUMER RELATED Mayora Indah MYOR MYOR JK MYOR IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We examined Walmart's (WMT US, Not rated) same-store...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
We expect a strong 2026F NPAT growth rate for...
FOOD AND BEVERAGE Sariguna Primatirta CLEO CLEO JK CLEO IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We project a strong medium-term net profit...
CONSUMER RELATED Wismilak Inti Makmur WIIM WIIM JK WIIM IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
We estimate CMRY will record a solid...
GENERAL CONSUMER Cisarua Mountain Dairy CMRY CMRY JK CMRY IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
The war in the Middle East has been shattering logistics...
FOOD AND BEVERAGE Indofood CBP Sukses Makmur ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
Siloam International Hospitals’ 1Q26 revenue...
HEALTH CARE AND PHARMACEUTICALS Siloam International Hospitals SILO SILO JK SILO IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Earlier festive timing and tighter BPJS....
HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian