Indonesia equity strategy - Still Early Innings Of The Recovery
JT GHWe analyze historical market cycle to...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
We analyze historical market cycle to...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
May-26 flows mark a near-complete reversal...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
AVIA delivered a record 1Q26 with revenue...
CHEMICALS Avia Avian AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
Indonesia's 1Q26 BoP printed -2.4% of...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
Astra 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
We have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
Year-to-date April institutional equity flows confirm...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
PWON posted in-line 1Q26 results, with revenue at...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
ARNA posted 1Q26 results below our expectation...
CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald Hugo Felix Justin
We have turned more positive on SMRA due to...
PROPERTY Summarecon Agung SMRA SMRA JK SMRA IJ Gerald Hugo Felix Justin
BSDE recorded FY25 pre-sales of IDR10tn (+3% y-y)...
PROPERTY Bumi Serpong Damai BSDE BSDE JK BSDE IJ Gerald Hugo Felix Justin
PWON delivered robust results for FY25...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
Aggregate presales under our real estate coverage reached...
Our stress test assumes that the government can hold the line...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
CTRA delivered solid financial results in FY25, with revenue...
PROPERTY Ciputra Development CTRA CTRA JK CTRA IJ Gerald Hugo Felix Justin