Indofood CBP Sukses Makmur (ICBP IJ) (Buy) - Challenging time
SH SC JWWe expect the current sluggish buying power conditions for Indonesia consumers...
FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya
We expect the current sluggish buying power conditions for Indonesia consumers...
FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya
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
BBNI released its 1H25 results on 25 July; the results,were...
BTPS released its 1H25 results, which were largely...
ARTO released its 1H25 results on 24 July...
We think Telkom (TLKM IJ, Buy) may increasingly...
Since President Prabowo inaugurated the establishment of 80,081...
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
We are bullish on the palm oil sector, supported by five key factors...
FOOD AND BEVERAGE INDF INDF JK INDF IJ Sandy Ham Samuel Christian Jody Wijaya
President Prabowo inaugurated the establishment of 80,081 village cooperatives...
This report introduces Total Shareholder Return (TSR)...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
Based on our market survey of FMCG producers, we believe that...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya
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
Based on our observations over the past 1.5 years, we conclude that...
GENERAL CONSUMER UNVR UNVR JK UNVR IJ Sandy Ham Samuel Christian Jody Wijaya