Indonesia equity strategy - Corporate health check: Slowest growth of wallet size in a decade
JT GH FJWe have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
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Indonesia Equity Strategy - Stress test: budget & current account
JT GHOur stress test assumes that the government can hold the line...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - Tax refund analysis – limited impact
JT GHThe parliament's proposal to curb the ~IDR361trn annual tax refund pool...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Bottom-up Stock Assessment
JT GH DT FJWe frame this report as a tactical...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia equity strategy - Overweight Energy & Dollar Earner
JT GHGeopolitical tensions are escalating, and energy markets are...
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Indonesia equity strategy - How does Indonesia fare in the deal with US?
JT GHIndonesia’s Agreement on Reciprocal Trade with...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Back to Basics TSR Lens
JT GHThe recent MSCI-related volatility, which saw...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Meal program: Expect a better trickle-down effect
JT GHWe view the Nutritious Meal Program as an increasingly...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo
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Anchor Report: Indonesia Equity Strategy - Turning over a new leaf
JT GH SH JW MW EW SC DT FJ NYThe 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
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Indonesia Equity Strategy - How do stocks fare on potential 2026F TSR?
JT GHFollowing our previous research on TSR, in this report we analyze...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - Lower interest rates – who benefits?
JT GHInterest rates have been trending lower over the past few years,
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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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