Indonesia Telecoms - Boost for greater market repair
EWA key success factor for market repair is...
A key success factor for market repair is...
In Indonesia, four-wheeler (4W) demand is structurally
AUTOS AND AUTO PARTS Indonesia autos Jupriadi Tan David Tjahjadi Gerald Hugo
AKRA continues to position itself as a structurally defensive...
POWER AND UTILITIES AKR Corporindo AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
While the government’s proposed increase in day-old-chick (DOC)...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Our constructive view on Indonesia’s banking sector...
2025 remained a challenging year for Indonesia’s...
We view the Nutritious Meal Program as an increasingly...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo
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 – ...
Following our previous research on TSR, in this report we analyze...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
Interest rates have been trending lower over the past few years,
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo