Indonesia Retailers - Pulled-forward demand supports 1Q26
JW SH NY SCRetailers generally booked strong 1Q26 SSSG...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Retailers generally booked strong 1Q26 SSSG...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
In line with our previous report (read: 1Q26 FMCG result preview), overall FMCG...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
BNGA delivered a decent set of 1Q26 results...
PWON posted in-line 1Q26 results, with revenue at...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
ANTM announced its 1Q26 results that were well above...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik
ASSA booked 1Q26 revenue of IDR1.5tn (+11% y-y, -2.3% q-q)..
TRANSPORT OR LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA 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
ARNA posted 1Q26 results below our expectation...
CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald Hugo Felix Justin
BBRI delivered strong 1Q26 results, reporting...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
BBNI delivered a decent 1Q26 performance, broadly in line...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
ISAT’s 1Q26 results came in in line with our projections...
MIDI posted a strong start to the year, with Alfamidi-only...
RETAIL Midi Utama Indonesia MIDI JK MIDI IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
We have turned more positive on SMRA due to...
PROPERTY Summarecon Agung SMRA SMRA JK SMRA IJ Gerald Hugo Felix Justin
AKRA posted 1Q26 results in line with our...
Indonesia’s Ministry of Communication and Digital (Komdigi) has...