Indonesia Equity Strategy - De-risk – shelter in under-owned and liquid stocks
JT GHThe JCI has declined by 11% over the past three months, owing to market concerns about consumers’ weak purchas
The JCI has declined by 11% over the past three months, owing to market concerns about consumers’ weak purchas
AKRA’s share price has declined by -19% over the past three months,
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
In this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey
We reduce FY24F/25F/26F earnings estimates by 20%/12%/5.1% as JIIPE (Java Integrated Industrial and Port Estat
POWER UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
In line with insights from our Anchor Report on purchasing power,
The plan to revise the minimum wage formula (news) presents an opportunity to enhance purchasing power, which
AKRA delivered weak 9M24 result as expected, due to the weak trading business as
We trim our 2024F/2025F earnings estimates for AKRA by 7.2%/3.4% due to unfavorable general market conditions
Power and Utilities AKRA JK AKRA IJ Jupriadi Tan Gerald Hugo