Indosat (ISAT IJ) (Buy) - Earnings updates on lower capex assumption
EWWe cut our FY26F capex assumption for ISAT to...
We cut our FY26F capex assumption for ISAT to...
BBCA has published its bank-only Jul-26 results...
BMRI has released its bank-only Jul-26 results...
Zankore (unlisted) is ISAT's 36%-owned AI data center JV with Ooredoo...
Indonesia’s tower companies – TOWR IJ (Buy), MTEL IJ (Buy) and TBIG IJ (Neutral) –
EXCL’s 2Q26 results were broadly in line with our...
Jul-26 ownership data suggest investors are testing the waters...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
Despite reduced issuances, latest (07 Aug 2026)...
On 3 August 2026, we visited PT Merdeka Gold Resources’ (EMAS)...
METALS AND MINING Merdeka Gold Resources EMAS EMAS JK EMAS IJ Michael Wildon Ng Nizam Syafik
BBNI reported solid 1H26 results, with headline...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
1H26 revenue came in at IDR58tn (-15% y-y)...
ENGINEERING AND CONSTRUCTION United Tractors UNTR UNTR JK UNTR IJ Michael Wildon Ng Nizam Syafik
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
TLKM has released its 2Q26 results, which showed...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya