Indonesia Flow Radar - Jan-25 Funds: depleting cash, insider tx
NG DT JT GHIn this report, we assess the cash position of the funds that we track as of January 2025,
EQUITY STRATEGY Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
In this report, we assess the cash position of the funds that we track as of January 2025,
EQUITY STRATEGY Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
Indonesia Flow Radar is a report series in which we track stock ownership
Equity Strategy Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
Our proprietary Verdhana Macro-Micro Index (VMMI, see previous reports here and here)
In this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey
In line with insights from our Anchor Report on purchasing power,
We hosted Verdhana Indonesia Conference 2024 – Passing the Baton on 4-8 November 2024.
Equity Strategy Jupriadi Tan Gerald Hugo Nicholas Santoso Erwin Wijaya Sandy Ham Jody Wijaya Samuel Christian Michael Wildon Edward Prima Felix Justin
The plan to revise the minimum wage formula (news) presents an opportunity to enhance purchasing power, which
We compile Indonesia equities’ 9M24 results and provide a bottom-up assessment of which ones were above/in-lin
Indonesia market view: While the current knee-jerk weakness has been expected, we recommend investors to not j
One of the key projects from Indonesia’s new government is the Nutritious Meal Program (NMP)
Despite the anticipated rate cut cycle, we believe Indonesia banks have limited room to lower their cost of fu