We have compiled the FY24 results of 90 Indonesian...

EQUITY STRATEGY Gerald Hugo Jupriadi Tan

We remain positive on the tower sector’s long-term...

TELECOMS TBIG TBIG JK TBIG IJ Erwin Wijaya

We estimate that the FMCG firms under our...

GENERAL CONSUMER Sandy Ham Jody Wijaya Samuel Christian

We used KSEI data to calculate the percentage...

EQUITY STRATEGY Nicholas Goei Jupriadi Tan Gerald Hugo David Tjahjadi

Indonesian retailers still managed to record average top-line growth

RETAIL Jody Wijaya Sandy Ham Samuel Christian

Major Indonesia banks (BBCA/BMRI/BBRI/BBNI/BRIS) have published

BANKS Erwin Wijaya

Indonesia's auto sector recorded overall in-line results for FY24,

AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo

We think the Indonesia banking sector is not going to be immune

BANKS Erwin Wijaya

Overall, FMCG firms’ 4Q24 earnings were mostly in line with market expectations.

GENERAL CONSUMER Sandy Ham Jody Wijaya Samuel Christian

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

EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin

BMRI has released its bank-only Feb-25 results.

BANKS BMRI BMRI JK BMRI IJ Erwin Wijaya

We expect liquidity in the Indonesia banking sector to remain tight

BANKS BTPN BTPN JK BTPN IJ Erwin WIjaya

BBNI released its bank-only Feb-25 results.

BANKS BBNI BBNI JK BBNI IJ Erwin Wijaya

The company recorded +4% y-y Indonesia sales growth in 4Q24,

FOOD AND BEVERAGE ICBP ICBPJK ICBP IJ Sandy Ham Jody Wijaya Samuel Christian

CLEO booked strong 4Q24 sales growth of 23% y-y,

FOOD AND BEVERAGE CLEO CLEO JK CLEO IJ Sandy Ham Jody Wijaya Samuel Christian