Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Cushion with growth and elevated dividend
EWWe reiterate our Buy recommendation on...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
We reiterate our Buy recommendation on...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
The recent MSCI announcement triggered broad-based selling...
A key success factor for market repair is reduction...
We reiterate our constructive view on Indonesia’s...
A key success factor for market repair is...
Our constructive view on Indonesia’s banking sector...
2025 remained a challenging year for Indonesia’s...
Following BBRI's soft YTD Oct-2025 results, we revise...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
The Indonesia banking sector remains challenging going into 2026,
Based on recent bank-only performance data from major Indonesian banks...
The MSCI Indonesia Index has declined by 20% since September 2024...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Sandy Ham Jody Wijaya Michael Wildon Erwin Wijaya Samuel Christian David Tjahjadi Felix Justin Nayla Yasmin
We reiterate our positive outlook for the Indonesia telecom sector,
Indonesia’s major banks (BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ – ...
Currently the government of Indonesia holds one golden share of Bank Syariah Indonesia...
We recently had a discussion with Telkom management. Among the key...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya