Indonesia Equity Strategy - MoF Purbaya Policy Statements and VSI Take
JT GH DT FJIn the months since his appointment, Minister Purbaya has...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - Verdhana Explores: Garment and Footwear Factory
NY GH JTHigh-quality job creation is essential for securing stronger,...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo Jupriadi Tan
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Indonesia Equity Strategy - 2Q25 corporate health check
JT GH DT FJWe have compiled data from 260 companies in the JCI...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - Verdhana Connect – Indonesia Macro and Banks Day
JT GH EWWe hosted Verdhana Connect – Indonesia Macro and Banks Day on 13-14 August 2025,...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Erwin Wijaya
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Indonesia Equity Strategy - Evaluating stocks through a TSR framework
JT GH DT FJThis report introduces Total Shareholder Return (TSR)...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - VMMI – Period of normalization
JT GHOur proprietary Verdhana Macro-Micro Index...
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Indonesia Equity Strategy - Yield spread compression
JT GH FJ DTWe believe that the recovery in the Indonesia equity market may still...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo Felix Justin David Tjahjadi
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Indonesia Equity Strategy - Robust trade but investment lags
JT GHIndonesia recorded a slight current account deficit of USD0.2bn (0.05% of GDP) in 1Q25...
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Indonesia Equity Strategy - VMMI – A different base
JT GHOur proprietary Verdhana Macro-Micro Index indicated a notable acceleration in consumer transactions in 1Q25..
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Indonesia equity strategy - FY24 results recap – front-loaded risk
GH JTWe have compiled the FY24 results of 90 Indonesian...
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Indonesia Equity Strategy - Profitability-adjusted valuation of large caps
JT GH DT FJwe assess the profitability-adjusted valuation of large cap companies in Indonesia
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia Equity Strategy - Maxed out fear
JT GH DT FJWe are turning positive on the Indonesian equity market.
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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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
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Indonesia Equity Strategy - Indonesia Flow Radar January 2025
NG DT JT GHIndonesia Flow Radar is a report series in which we track stock ownership
Equity Strategy Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - VMMI – weak, but growth tailwinds ahead
JT DT GHOur proprietary Verdhana Macro-Micro Index (VMMI, see previous reports here and here)