Astra International (ASII IJ) (Buy) - Clearer capital allocation at group level
JT DTJardine 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
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
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
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
DRMA posted 1Q26 revenue of IDR 1,547bn (+5.9% y-y, flat q-q)...
AUTOS AND AUTO PARTS Dharma Polimetal DRMA DRMA JK DRMA IJ Jupriadi Tan David Tjahjadi
Selamat Sempurna (SMSM) posted FY25 revenue of IDR5,339bn (+3.4% y-y)...
AUTOS AND AUTO PARTS Selamat Sempurna SMSM SMSM JK SMSM IJ Jupriadi Tan David Tjahjadi Gerald Hugo
February 2026 4W data confirmed a firm industry recovery...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi
In Indonesia, four-wheeler (4W) demand is structurally
AUTOS AND AUTO PARTS Indonesia autos Jupriadi Tan David Tjahjadi Gerald Hugo
We revise up AUTO’s earnings by 7%/10%/8% for FY25F/Fy6F27F.
AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
AUTO delivered its strongest quarter to date, recording a record...
AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
A dividend aristocrat refers to a company that has paid...
We expect the listed autos companies under our coverage to post...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi Gerald Hugo
We cut Astra’s earnings for 2025F/2026F by 7%/5% and introduce 2027F earnings...
AUTOS AND AUTO PARTS ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
we examine the 1Q25 results and do a deep dive into the automotive...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
Indonesia’s EV market reached a record high...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
Indonesia's auto sector recorded overall in-line results for FY24,
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo