AKR Corporindo (AKRA IJ) (Buy) - Record-high first-half results; strong cashflow
JT DT GHAKRA 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
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
ARNA posted record quarterly revenue and NPAT in 2Q26...
CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald hugo Felix Justin
BBCA reported decent 1H26 results...
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
ISAT’s 1H26 results were well ahead of our expectations...
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
Bank Indonesia (BI) left its policy rate unchanged at...
BMRI reported solid 1H26 results, with headline...
The largest foreign exodus on record...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
TOWR's cash flow and balance sheet are quietly...
TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya
We expect Indonesia's major banks to deliver a strong bank-only...
Blended Sekuritas Rupiah Bank Indonesia’s (SRBI) yield...