yudi
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Joined 2 years ago
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Indonesia Commodity - Royalty rate change: Gold, silver, nickel, tin
MW NSIndonesia is revising PP 19/2025 to increase mining...
METALS AND MINING Indonesia Commodity Michael Wildon Ng Nizam Syafik
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Surya Esa Perkasa (ESSA IJ) (Buy) - Potential beneficiary during ammonia transition phase
MW NS1Q26 revenue of USD95mn (+1% q-q, +37% y-y) came in...
OIL AND GAS CHEMICALS ASIA Surya Esa Perkasa ESSA ESSA JK ESSA IJ Michael Wildon Ng Nizam Syafik
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Adaro Andalan Indonesia (AADI IJ) (Buy) - Meaningful Kestrel divestment
MW NS1Q26 revenue of USD1,044mn (-20% q-q, -10% y-y) accounted for...
COAL Adaro Andalan Indonesia AADI AADI JK AADI IJ Michael Wildon Ng Nizam Syafik
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Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Defensive strength on display
JW SH NY SCAMRT delivered a solid performance, with topline and...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Ultrajaya Milk Industry & Trading (ULTJ IJ) (Buy) - Decade of dairy
SH SC JW NYULTJ remains the market leader in the Indonesia...
FOOD AND BEVERAGE Ultrajaya Milk Industry And Trading ULTJ ULTJ JK ULTJ IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Indonesia Retailers - Pulled-forward demand supports 1Q26
JW SH NY SCRetailers generally booked strong 1Q26 SSSG...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Indonesia FMCG - Strong FMCG sales momentum rolls on
SH SC JW NYIn line with our previous report (read: 1Q26 FMCG result preview), overall FMCG...
CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Bank CIMB Niaga (BNGA IJ) (Neutral) - 1Q26 results in line
EWBNGA delivered a decent set of 1Q26 results...
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Pakuwon Jati (PWON IJ) (Buy) - Steady recurring assets growth
GH FJPWON posted in-line 1Q26 results, with revenue at...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
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Aneka Tambang (ANTM IJ) (Buy) - Revise up earnings following robust results
MW NSANTM announced its 1Q26 results that were well above...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik
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Adi Sarana Armada (ASSA IJ) (Buy) - Solid top-line growth
JT DTASSA booked 1Q26 revenue of IDR1.5tn (+11% y-y, -2.3% q-q)..
TRANSPORT OR LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi
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Dharma Polimetal (DRMA IJ) (Buy) - 4W leads, 2W lags
JT DTDRMA posted 1Q26 revenue of IDR 1,547bn (+5.9% y-y, flat q-q)...
AUTOS AND AUTO PARTS Dharma Polimetal DRMA DRMA JK DRMA IJ Jupriadi Tan David Tjahjadi
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Arwana Citramulia (ARNA IJ) (Buy) - Strong demand, temporary hiccup
GH FJARNA posted 1Q26 results below our expectation...
CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald Hugo Felix Justin
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Bank Rakyat Indonesia (BBRI IJ) (Buy) - Strong 1Q26 results with profit +14% y-y
EWBBRI delivered strong 1Q26 results, reporting...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
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Bank Negara Indonesia (BBNI IJ) (Buy) - Decent 1Q26 results
EWBBNI delivered a decent 1Q26 performance, broadly in line...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya