Indonesia Equity Strategy - VMMI – A different base
JT GHOur proprietary Verdhana Macro-Micro Index indicated a notable acceleration in consumer transactions in 1Q25..
Our proprietary Verdhana Macro-Micro Index indicated a notable acceleration in consumer transactions in 1Q25..
Fund metrics slightly stabilized in Mar-25...
EQUITY STRATEGY Jupriadi Tan David Tjahjadi Gerald Hugo Nicholas Goei
We have compiled the FY24 results of 90 Indonesian...
We used KSEI data to calculate the percentage...
EQUITY STRATEGY Nicholas Goei Jupriadi Tan Gerald Hugo David Tjahjadi
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
Our analysis suggests that local investors continue to seek shelter in liquid names.
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo
We track stock ownership and fund flows in the Indonesia Flow Radar
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo
The JCI has declined by 11% over the past three months, owing to market concerns about consumers’ weak purchas
In this report, we assess the cash position of the funds that we track as of January 2025,
EQUITY STRATEGY Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
Indonesia Flow Radar is a report series in which we track stock ownership
Equity Strategy Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
Our proprietary Verdhana Macro-Micro Index (VMMI, see previous reports here and here)
In this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey
In line with insights from our Anchor Report on purchasing power,