Indonesia Equity Strategy - Robust trade but investment lags
JT GHIndonesia recorded a slight current account deficit of USD0.2bn (0.05% of GDP) in 1Q25...
Indonesia recorded a slight current account deficit of USD0.2bn (0.05% of GDP) in 1Q25...
Our proprietary Verdhana Macro-Micro Index indicated a notable acceleration in consumer transactions in 1Q25..
ARTO released its 1Q25 results, which were pretty solid, in our opinion...
Bank Indonesia (BI) has cut its benchmark rate by 25bp to 5.50%,...
ERAA’s performance has been underwhelming over the past three years...
RETAIL ERAA ERAA JK ERAA IJ Jody Wijaya Sandy Ham Samuel Christian
BBCA just released its bank-only Apr-25 results. Overall, we think...
Over the past year, major Indonesia banking stocks have been...
We believe reducing the income gap between rich and poor is the ultimate goal...
We cut Astra’s earnings for 2025F/2026F by 7%/5% and introduce 2027F earnings...
AUTOS AND AUTO PARTS ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Indonesia’s major telco companies...
MTEL has released its 1Q25 results, which were in line with our projections...
Indonesia banks have published their bank-only YTD Mar-25 results...
we examine the 1Q25 results and do a deep dive into the automotive...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
ANTM booked strong 1Q25 earnings of IDR2.1tn...
METALS AND MINING ANTM ANTM JK ANTM IJ Michael Wildon Edward Prima
INDY booked 1Q25 earnings of USD3mn (-85% y-y)...