Indonesia equity strategy - Meal program: Expect a better trickle-down effect
JT GHWe view the Nutritious Meal Program as an increasingly...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo
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Anchor Report: Indonesia Equity Strategy - Turning over a new leaf
JT GH SH JW MW EW SC DT FJ NYThe MSCI Indonesia Index has declined by 20% since September 2024...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Sandy Ham Jody Wijaya Michael Wildon Erwin Wijaya Samuel Christian David Tjahjadi Felix Justin Nayla Yasmin
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Indonesia Equity Strategy - How do stocks fare on potential 2026F TSR?
JT GHFollowing our previous research on TSR, in this report we analyze...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - Lower interest rates – who benefits?
JT GHInterest rates have been trending lower over the past few years,
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - MoF Purbaya Policy Statements and VSI Take
JT GH DT FJIn the months since his appointment, Minister Purbaya has...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - Verdhana Explores: Garment and Footwear Factory
NY GH JTHigh-quality job creation is essential for securing stronger,...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo Jupriadi Tan
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Indonesia Equity Strategy - 2Q25 corporate health check
JT GH DT FJWe have compiled data from 260 companies in the JCI...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - Verdhana Connect – Indonesia Macro and Banks Day
JT GH EWWe hosted Verdhana Connect – Indonesia Macro and Banks Day on 13-14 August 2025,...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Erwin Wijaya
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Indonesia Equity Strategy - Evaluating stocks through a TSR framework
JT GH DT FJThis report introduces Total Shareholder Return (TSR)...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - VMMI – Period of normalization
JT GHOur proprietary Verdhana Macro-Micro Index...
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Indonesia Equity Strategy - Yield spread compression
JT GH FJ DTWe believe that the recovery in the Indonesia equity market may still...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo Felix Justin David Tjahjadi
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Indonesia Equity Strategy - Robust trade but investment lags
JT GHIndonesia recorded a slight current account deficit of USD0.2bn (0.05% of GDP) in 1Q25...
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Indonesia Equity Strategy - VMMI – A different base
JT GHOur proprietary Verdhana Macro-Micro Index indicated a notable acceleration in consumer transactions in 1Q25..
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Indonesia Flow Radar - Liquidity tight, but sentiment bottoming
JT DT GH NGFund metrics slightly stabilized in Mar-25...
EQUITY STRATEGY Jupriadi Tan David Tjahjadi Gerald Hugo Nicholas Goei
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Indonesia equity strategy - FY24 results recap – front-loaded risk
GH JTWe have compiled the FY24 results of 90 Indonesian...