Indonesia Equity Strategy - MoF Purbaya Policy Statements and VSI Take
JT GH DT FJIn the months since his appointment, Minister Purbaya has...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
In the months since his appointment, Minister Purbaya has...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
We are positive on the Indonesia property sector, underpinned by a...
PROPERTY Indonesia Property Gerald Hugo Felix Justin Jupriadi Tan
We upgrade our NPAT forecasts by +4.3%/4.6% for FY25F/FY26F...
GENERAL CONSUMER Cisarua Mountain Dairy CMRY CMRY JK CMRY IJ Sandy Ham Samuel Christian Jody Wijaya
Indonesia gold miners poised for rerating...
We revise up our ASP forecasts for TAPG by...
AGRI-RELATED Triputra Agro Persada TAPG TAPG JK TAPG IJ Sandy Ham Samuel Christian
We continue to expect modest earnings delivery for the Indonesia...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Samuel Christian
Our survey of 23 FMCG firms suggests that consumption in 3Q25F...
CONSUMER RELATED Indonesia Consumer Sandy Ham Samuel Christian Jody Wijaya
High-quality job creation is essential for securing stronger,...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo Jupriadi Tan
ENRG operates a diversified portfolio of...
COMMODITY Energi Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon
We believe efforts of market repairs might show...
BBRI has released its bank-only Aug-25 results, which came in...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
BMRI has released its bank-only Aug-25 results...
BRIS has released its YTD Aug-25 results with headline...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya
We revise our FY25-27F earnings projections for XLSMART by...
BBNI has released its bank-only Aug-25 results, which came in...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya