Energi Mega Persada (ENRG IJ) (Buy) - Growth funding secured; HighPeak adds income and US exposure
MW NSENRG has secured two funding...
COMMODITY Energy Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon Nizam Syafik
ENRG has secured two funding...
COMMODITY Energy Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon Nizam Syafik
AMMN’s 2Q26 revenue/net income rose...
METALS AND MINING Amman Mineral Internasional AMMN AMMN JK AMMN IJ Michael Wildon Ng
We lower FY25-27F EPS by ~3-15% to incorporate...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
INCO booked a positive earnings momentum in 3Q25...
METALS AND MINING Vale Indonesia INCO INCO JK INCO IJ Michael Wildon Ng
We have been observing that middle-income-class consumers largely continue...
We observed that middle-income consumers are moving...
GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian
We believe reducing the income gap between rich and poor is the ultimate goal...
We like INCO for its vast nickel resources and extensive concession areas
METALS AND MINING INCO INCO JK INCO IJ Michael Wildon Ng Edward Prima
We believe the middle-income class continues to prefer value-for-money FMCG products,
ASII reported 3Q24 results, with revenue at IDR86tn (+10% y-y) and NPAT of IDR10tn (+21% y-y),
Autos Auto Parts ASII ASII JK ASII IJ Jupriadi Tan Gerald Hugo
XL Axiata released a set of solid 1H24 operating results, as its 1H24 operating income
Telco EXCL JK EXCL IJ Nicholas Santoso Erwin Wijaya Raymond Kosasih