Metrodata Electronic (MTDL IJ) (Buy) - Another strong and consistent result
JT DT GHMTDL delivered another strong and consistent set of results for 1H25...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
MTDL delivered another strong and consistent set of results for 1H25...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL 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
This report introduces Total Shareholder Return (TSR)...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
We expect the listed autos companies under our coverage to post...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi Gerald Hugo
Saratoga Investama Sedaya (SRTG) trades at a steep 56% discount to NAV...
CONGLOMERATES SRTG SRTG JK SRTG IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Our proprietary Verdhana Macro-Micro Index...
We view AUTO primarily as a trading business...
AUTOS AUTO PARTS AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We believe that the recovery in the Indonesia equity market may still...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo Felix Justin David Tjahjadi
Indonesia recorded a slight current account deficit of USD0.2bn (0.05% of GDP) in 1Q25...
Our proprietary Verdhana Macro-Micro Index indicated a notable acceleration in consumer transactions in 1Q25..
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