we assess the profitability-adjusted valuation of large cap companies in Indonesia

EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin

We are turning positive on the Indonesian equity market.

EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin

In this Flow Radar, funds edition, we assess the cash positions and top 10 holdings of funds in January and Fe

EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo

Our analysis suggests that local investors continue to seek shelter in liquid names.

EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo

We track stock ownership and fund flows in the Indonesia Flow Radar

EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo

The JCI has declined by 11% over the past three months, owing to market concerns about consumers’ weak purchas

EQUITY STRATEGY Jupriadi Tan Gerald Hugo

In this report, we assess the cash position of the funds that we track as of January 2025,

EQUITY STRATEGY Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo

Indonesia Flow Radar is a report series in which we track stock ownership

Equity Strategy Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo

Our proprietary Verdhana Macro-Micro Index (VMMI, see previous reports here and here)

Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi

In this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey

Equity Strategy Jupriadi Tan Gerald Hugo

Conglomerates play a crucial role in nation-building. In this report, we analyze the businesses, profitability

Conglomerates Jupriadi Tan David Tjahjadi Gerald Hugo

In line with insights from our Anchor Report on purchasing power,

Equity Strategy Jupriadi Tan Gerald Hugo

We 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

The plan to revise the minimum wage formula (news) presents an opportunity to enhance purchasing power, which

Equity Strategy Jupriadi Tan Gerald Hugo

We compile Indonesia equities’ 9M24 results and provide a bottom-up assessment of which ones were above/in-lin

Equity Strategy Gerald Hugo Jupriadi Tan