Cisarua Mountain Dairy (CMRY IJ) (Buy) - Double-digit growth amidst economic slowdown
SH JW SCWe observed that middle-income consumers are moving...
GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian
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...
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...