Indonesia Auto - Less than meets the eye
JT DT GHJune 2026 four-wheeler (4W) sales data points to...
AUTOS AND AUTO PARTS Indonesia Auto Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia FMCG - 2Q26F result preview: Strong earnings likely
SH SC JW NYBased on our survey of 25 large FMCG firms in Indonesia...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Mayora Indah (MYOR IJ) (Buy) - Forex tailwind
SH SC JW NYWe believe MYOR has one of the most...
CONSUMER RELATED Mayora Indah MYOR MYOR JK MYOR IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Astra International (ASII IJ) (Buy) - Clearer capital allocation at group level
JT DTJardine Matheson (JM SP, Not rated) – Astra's parent holding company...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi
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Sariguna Primatirta (CLEO IJ) (Buy) - Strong earnings growth momentum
SH JW SC NYWe expect a strong 2026F NPAT growth rate for...
FOOD AND BEVERAGE Sariguna Primatirta CLEO CLEO JK CLEO IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Multi Bintang Indonesia (MLBI IJ) (Buy) - Gaining ground as rival stumbles
SH SC JW NYOur channel checks at key alcoholic...
GENERAL CONSUMER Multi Bintang Indonesia MLBI MLBI JK MLBI IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmi
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Wismilak Inti Makmur (WIIM IJ) (Buy) - Growth on two horizons
SH SC JW NYWe project a strong medium-term net profit...
CONSUMER RELATED Wismilak Inti Makmur WIIM WIIM JK WIIM IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Cisarua Mountain Dairy (CMRY IJ) (Buy) - Don’t miss the bus
SH SC JW NYWe estimate CMRY will record a solid...
GENERAL CONSUMER Cisarua Mountain Dairy CMRY CMRY JK CMRY IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Astra International (ASII IJ) (Buy) - Strategy roadmap: low-teens TSR & buybacks
JT DT GHAstra targets low-teens TSR over the next 10 years...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Indofood CBP Sukses Makmur (ICBP IJ) (Buy) - The catalyst in the chaos
SH SC JW NYThe war in the Middle East has been shattering logistics...
FOOD AND BEVERAGE Indofood CBP Sukses Makmur ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Astra International (ASII IJ) (Buy) - Next in line to re-rating?
JT DTAs discussed in our previous analysis on TSR, we think that Astra
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi
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Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Defensive strength on display
JW SH NY SCAMRT delivered a solid performance, with topline and...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Ultrajaya Milk Industry & Trading (ULTJ IJ) (Buy) - Decade of dairy
SH SC JW NYULTJ remains the market leader in the Indonesia...
FOOD AND BEVERAGE Ultrajaya Milk Industry And Trading ULTJ ULTJ JK ULTJ IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Indonesia FMCG - Strong FMCG sales momentum rolls on
SH SC JW NYIn line with our previous report (read: 1Q26 FMCG result preview), overall FMCG...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Dharma Polimetal (DRMA IJ) (Buy) - 4W leads, 2W lags
JT DTDRMA posted 1Q26 revenue of IDR 1,547bn (+5.9% y-y, flat q-q)...
AUTOS AND AUTO PARTS Dharma Polimetal DRMA DRMA JK DRMA IJ Jupriadi Tan David Tjahjadi