We continue to expect modest earnings delivery for the Indonesia...

RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Samuel Christian

As the quarterly results season approaches, we see...

RETAIL Jody Wijaya Sandy Ham Samuel Christian

Indonesian retailers still managed to record average top-line growth

RETAIL Jody Wijaya Sandy Ham Samuel Christian

For decades, East Asian popular culture, including K-pop, K-dramas, and anime, has thrived domestically.

GENERAL CONSUMER Jody Wijaya Sandy Ham Samuel Christian

Based on our conversations with investors, many are concerned about the overall Indonesia consumer demand outl

RETAIL Jody Wijaya Sandy Ham Samuel Christian

We anticipate limited upside surprises in the retailers’ 4Q24F results,

RETAIL Jody Wijaya Sandy Ham Samuel Christian

Despite the anticipated rate cut cycle, we believe Indonesia banks have limited room to lower their cost of fu

Equity Strategy Jupriadi Tan Erwin Wijaya

Aspirasi Hidup Indonesia (ACES IJ, Neutral) — We estimate a robust 11%/13% y-y increase in both sales/net prof

Retail Jody Wijaya Sandy Ham Samuel Christian

2Q24 review: ERAA upbeat and ACES downbeat were the only surprises Overall results were largely in line

Retail Jody Wijaya Sandy Ham Samuel Christian