Indonesia Equity Strategy - Verdhana Explores: Garment and Footwear Factory
NY GH JTHigh-quality job creation is essential for securing stronger,...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo Jupriadi Tan
High-quality job creation is essential for securing stronger,...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo Jupriadi Tan
The sharp compression of the Indonesian Rupiah (IDR) vs. the United States Dollar (USD)...
Over the past decade, Metrodata Electronic’s (MTDL)...
SOFTWARE AND SERVICES Metrodata Electronic MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We have compiled data from 260 companies in the JCI...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
Of late, major Indonesia banking stocks have been under persistent selling
In this note, we assess the preconditions for a four-wheeler (4W) sales recovery to...
AUTOS AUTO PARTS Indonesia Auto Jupriadi Tan David Tjahjadi Gerald Hugo
SRTG continues to trade at a steep discount to NAV of ~55%, near its...
CONGLOMERATES Saratoga Investama Sedaya SRTG SRTG JK SRTG IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We hosted Verdhana Connect – Indonesia Macro and Banks Day on 13-14 August 2025,...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Erwin Wijaya
In this report, we dissect Astra’s (ASII IJ, Buy) holdings (specifically the top 9 companies under it)...
AUTOS AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
MTDL delivered another strong and consistent set of results for 1H25...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We estimate ASSA will book 1H25F NPAT of IDR190bn (+48% y-y)...
TRANSPORT LOGISTICS ASSA ASSA JK ASSA ID Jupriadi Tan David Tjahjadi Gerald Hugo
This report introduces Total Shareholder Return (TSR)...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
We expect the listed autos companies under our coverage to post...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi Gerald Hugo
Saratoga Investama Sedaya (SRTG) trades at a steep 56% discount to NAV...
CONGLOMERATES SRTG SRTG JK SRTG IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Our proprietary Verdhana Macro-Micro Index...