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)
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Indonesia Equity Strategy - Nusantara — Purchasing power ground check
JT GHIn this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey
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Indonesia equity strategy - Consumer softness persists
JT GHIn line with insights from our Anchor Report on purchasing power,
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Indonesia Equity Strategy - Passing the Baton – Full takeaways
JT GH NS EW SH JW SC MW EP FJWe hosted Verdhana Indonesia Conference 2024 – Passing the Baton on 4-8 November 2024.
Equity Strategy Jupriadi Tan Gerald Hugo Nicholas Santoso Erwin Wijaya Sandy Ham Jody Wijaya Samuel Christian Michael Wildon Edward Prima Felix Justin
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Indonesia Equity Strategy - Minimum wage hike: benefits outweigh the cost
JT GHThe plan to revise the minimum wage formula (news) presents an opportunity to enhance purchasing power, which
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Indonesia Equity Strategy - Results recap 9M24: picking winners
GH JTWe compile Indonesia equities’ 9M24 results and provide a bottom-up assessment of which ones were above/in-lin