BBRI delivered a solid 3Q26 result, with...

BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

Alfamart posted strong same-store sales growth...

CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

The JCI is back to its 1993 level in US dollar terms...

EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi

ISAT reported a soft 3Q26 result with...

TELECOMS Indosat ISAT ISAT JK ISAT IJ Erwin Wijaya

ARNA posted record 3Q26...

CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald hugo

We reiterate our view that Pinehill (unlisted)...

FOOD AND BEVERAGE Indofood CBP Sukses Makmur ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

BBCA reported decent 3Q26 results with...

BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

BBNI reported in-line 3Q26 results with...

BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya

We think the recent setback to CPO (crude palm oil)...

AGRI-RELATED Indonesia CPO Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

BMRI reported solid 9M26 results, with headline...

BANKS Bank Mandiri BMRI BMRI JK BMRI IJ Erwin Wijaya

We estimate Indonesia autos’ TAM at...

AUTOS AND AUTO PARTS Indonesia autos Jupriadi Tan David Tjahjadi Gerald Hugo

MSCI’s recent surprise proposal to reclassify...

BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

Based on our on-the-ground observations, we believe that...

CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

We expect Indonesia's major banks to deliver...

BANKS Indonesia Banks Erwin Wijaya

Under newly appointed CEO Irwan Hidayat...

FOOD AND BEVERAGE Industri Jamu Dan Farmasi Sido Muncul SIDO SIDO JK SIDO IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin