Indonesia Equity Strategy - Yield spread compression
JT GH FJ DTWe believe that the recovery in the Indonesia equity market may still...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo Felix Justin David Tjahjadi
We believe that the recovery in the Indonesia equity market may still...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo Felix Justin David Tjahjadi
We cut Astra’s earnings for 2025F/2026F by 7%/5% and introduce 2027F earnings...
AUTOS AND AUTO PARTS ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
we examine the 1Q25 results and do a deep dive into the automotive...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
AKRA posted resilient 1Q25 NPAT of IDR565bn...
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Indonesia’s EV market reached a record high...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
Fund metrics slightly stabilized in Mar-25...
EQUITY STRATEGY Jupriadi Tan David Tjahjadi Gerald Hugo Nicholas Goei
MTDL posted 14% yoy growth in both revenue...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ 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 used KSEI data to calculate the percentage...
EQUITY STRATEGY Nicholas Goei Jupriadi Tan Gerald Hugo David Tjahjadi
Indonesia's auto sector recorded overall in-line results for FY24,
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
we assess the profitability-adjusted valuation of large cap companies in Indonesia
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
We are turning positive on the Indonesian equity market.
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
In this Flow Radar, funds edition, we assess the cash positions and top 10 holdings of funds in January and Fe
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo
4W sales rebounded in February 2025, driven by IIMS (Indonesia International Motor Show) expo;
Our analysis suggests that local investors continue to seek shelter in liquid names.
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo