Metrodata Electronic (MTDL IJ) (Buy) - Consistent compounder with solid FY24 delivery
JT DT GHMTDL posted 14% yoy growth in both revenue...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
MTDL posted 14% yoy growth in both revenue...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Avia Avian (AVIA) leads Indonesia’s decorative paint...
CHEMICALS AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
AKRA’s logistics and estate moat remains robust,
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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
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
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
ASII booked relatively in-line results, with FY24F top line growing by 4.5%
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
We analyze Astra’s investments over the past seven years – which have largely been unfruitful,
AUTOS AND AUTO PARTS ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi 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