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Home   /   Books
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  • Bank CIMB Niaga (BNGA IJ) (Neutral) - Improving performance; new TP of IDR2,000

    EW

    Bank CIMB Niaga has a notable position in Indonesia’s SME...

    BANKS Bank CIMB Niaga BNGA BNGA JK BNGA IJ Erwin Wijaya

    4 days ago
  • Indonesia Telecoms - Constitutional Court’s decision on prepaid data rollover

    EW

    We believe the recent decision by the Mahkamah Konstitusi...

    TELECOMS Indonesia Telecoms Erwin Wijaya

    5 days ago
  • Indonesia Banks - Jan-26 results summary: improved performance

    EW

    Indonesia’s major banks — BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ...

    BANKS Indonesia Banks Erwin Wijaya

    6 days ago
  • Indonesia equity strategy - Overweight Energy & Dollar Earner

    JT GH

    Geopolitical tensions are escalating, and energy markets are...

    EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan

    1 week ago
  • Bank Syariah Indonesia (BRIS IJ) (Buy) - Jan-26 results: good start

    EW

    BRIS is off to a solid start in 2026. The bank delivered...

    BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya

    1 week ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - Jan-26 results: solid start

    EW

    BBRI kicked off 2026 with solid bank-only Jan-26 results...

    BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

    1 week ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - FY25 results inline

    EW

    BBRI delivered FY25 results, broadly in line with...

    BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

    1 week ago
  • Triputra Agro Persada (TAPG IJ) (Buy) - Multi-year growth trajectory

    SH SC

    We expect TAPG to book higher production growth in 2026...

    AGRI-RELATED Triputra Agro Persada TAPG TAPG JK TAPG IJ Sandy Ham Samuel Christian

    1 week ago
  • AKR Corporindo (AKRA IJ) (Buy) - NDR feedback: Solid harbor

    JT DT

    We concluded AKRA’s NDR to Singapore and Kuala Lumpur...

    POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi

    1 week ago
  • Bank Mandiri (BMRI IJ) (Buy) - Jan-26 results: decent start

    EW

    BANKS Bank Mandiri BMRI BMRI JK BMRI IJ Erwin Wijaya

    1 week ago
  • Indonesia Telecoms - Prepaid data rollover: bellwether for renewed ARPU pressure

    EW

    We believe a confluence of consumer advocacy and emerging regulatory...

    TELECOMS Indonesia Telecoms Erwin Wijaya

    1 week ago
  • Bank Negara Indonesia (BBNI IJ) (Buy) - Jan-26 results: Decent start

    EW

    BBNI kicked off 2026 with decent bank-only Jan-26 results...

    BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya

    1 week ago
  • Indonesia equity strategy - How does Indonesia fare in the deal with US?

    JT GH

    Indonesia’s Agreement on Reciprocal Trade with...

    EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo

    2 weeks ago
  • Significant progress for multi-year growth

    MW NS

    ENRG delivered solid exploration and production results...

    COMMODITY Energi Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon Nizam Syafik

    2 weeks ago
  • Bank Central Asia (BBCA IJ) (Buy) - Jan-26 results: Decent start

    EW

    BBCA kicked off 2026 with decent bank-only Jan-26 results...

    BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

    2 weeks ago

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