Dharma Polimetal (DRMA IJ) (Buy) - Resilient despite weak autos market
JT DT GHIn our view, DRMA has been able to grow...
In our view, DRMA has been able to grow...
We view AUTO primarily as a trading business...
AUTOS AUTO PARTS AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
BBCA just released its bank-only May-25 results...
We observed that middle-income consumers are moving...
GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian
MEDC recorded 1Q25 earnings of USD18mn (-81% q-q, -76% y-y)...
OIL AND GAS CHEMICALS ASIA MEDC MEDC JK MEDC IJ Michael Wildon Edward Prima
As highlighted in our 23 March note (Repositioning, revamping, and reallocating)...
GENERAL CONSUMER Kalbe Farma KLBF KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian
Charts below provide the latest updates on SRBI...
BRIS has released its YTD Apr-25, results with headline...
Indonesia’s tower companies: TOWR IJ, TBIG IJ and MTEL IJ (all rated Buy) have...
BBRI has released its bank-only Apr-25 results...
We believe that the recovery in the Indonesia equity market may still...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo Felix Justin David Tjahjadi
BMRI released its bank-only Apr-25 results...
BBNI released its bank-only Apr-25 results...
As previously noted in our reports Asymmetrical Upside Risks and...
The government will launch six new major stimulus packages to boost consumption by this June...