Indosat (ISAT IJ) (Buy) - Upswing to be driven by AI push
EWZankore (unlisted) is ISAT's 36%-owned AI data center JV with Ooredoo...
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Indonesia Tower - Mixed 1H26 results
EWIndonesia’s tower companies – TOWR IJ (Buy), MTEL IJ (Buy) and TBIG IJ (Neutral) –
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XLSMART Telecom (EXCL IJ) (Neutral) - 2Q26 results in line
EWEXCL’s 2Q26 results were broadly in line with our...
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Indonesia Banks - Elevated SRBI outstanding
EWDespite reduced issuances, latest (07 Aug 2026)...
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Bank Negara Indonesia (BBNI IJ) (Buy) - 1H26 results in-line
EWBBNI reported solid 1H26 results, with headline...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Resilient 2Q26 results
EWTLKM has released its 2Q26 results, which showed...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
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Bank Central Asia (BBCA IJ) (Buy) - 1H26 results in-line
EWBBCA reported decent 1H26 results...
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Indosat (ISAT IJ) (Buy) - 1H26 results better than expected
EWISAT’s 1H26 results were well ahead of our expectations...
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Indonesia Banks - SRBI update: BI holds at 5.75%, in line with our peak-rate thesis
EWBank Indonesia (BI) left its policy rate unchanged at...
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Bank Mandiri (BMRI IJ) (Buy) - Solid 1H26 results
EWBMRI reported solid 1H26 results, with headline...
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Sarana Menara Nusantara (TOWR IJ) (Buy) - Dividend re-rating on the horizon
EWTOWR's cash flow and balance sheet are quietly...
TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya
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Indonesia Banks - 1H26F Bank-only results preview
EWWe expect Indonesia's major banks to deliver a strong bank-only...
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Indonesia Banks - Impact of record SRBI yields on banking sector
EWBlended Sekuritas Rupiah Bank Indonesia’s (SRBI) yield...