Indonesia telecom - Another round of spectrum auctions – 700Mhz and 2.6GHz
EWIndonesia’s Ministry of Communication and Digital (Komdigi) has...
Indonesia’s Ministry of Communication and Digital (Komdigi) has...
BBCA delivered a decent set of consolidated 1Q26 results...
BSDE recorded FY25 pre-sales of IDR10tn (+3% y-y)...
PROPERTY Bumi Serpong Damai BSDE BSDE JK BSDE IJ Gerald Hugo Felix Justin
PWON delivered robust results for FY25...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
Aggregate presales under our real estate coverage reached...
Our stress test assumes that the government can hold the line...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
Overall results were in line with consensus and ahead of...
Commodity Energy Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon NG Nizam Syafik
CTRA delivered solid financial results in FY25, with revenue...
PROPERTY Ciputra Development CTRA CTRA JK CTRA IJ Gerald Hugo Felix Justin
FY25 revenue was flat y-y at 101%/104% of our...
OIL GAS CHEMICALS ASIA Medco Energi Internasional MEDC MEDC JK MEDC IJ Michael WIldon Ng Nizam Syafik
BMRI delivered a solid set of consolidated 1Q26 results...
The parliament's proposal to curb the ~IDR361trn annual tax refund pool...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
MTEL has released its FY25 results, which were largely...
We revise down our FY26-28F earnings estimates for BBCA by...
We lower FY25-27F EPS by ~3-15% to incorporate...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
Based on our analysis of 14 FMCG manufacturers under our coverage...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin