Medela Potentia (MDLA IJ) (Buy) - Compounder in healthcare & logistics segments
JT DTWe initiate coverage of MDLA with a Buy...
HEALTH CARE AND PHARMACEUTICALS Medela Potentia MDLA MDLA JK MDLA IJ Jupriadi Tan David Tjahjadi
We initiate coverage of MDLA with a Buy...
HEALTH CARE AND PHARMACEUTICALS Medela Potentia MDLA MDLA JK MDLA IJ Jupriadi Tan David Tjahjadi
AKRA continues to position itself as a structurally defensive...
POWER AND UTILITIES AKR Corporindo AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We increase our 2025/26F earnings estimates by...
TRANSPORT AND LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
ALII is engaged in the coal transportation business and...
COAL Ancara Logistics Indonesia ALII ALII JK ALII IJ Michael Wildon
ASSA booked another record quarter, with 3Q25...
TRANSPORT LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We project BIRD’s revenue to record a CAGR of...
TRANSPORT LOGISTICS Blue Bird BIRD BIRD JK BIRD IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We estimate ASSA will book 1H25F NPAT of IDR190bn (+48% y-y)...
TRANSPORT LOGISTICS ASSA ASSA JK ASSA ID Jupriadi Tan David Tjahjadi Gerald Hugo
AKRA’s logistics and estate moat remains robust,
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We believe Indonesia’s logistics market is a potentially lucrative segment that is still underpenetrated.
Transport Logistics FMCG Jupriadi Tan David Tjahjadi Gerald Hugo