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Anchor Report: Indonesia autos - TAM, SAM and SOM of Indonesia autos
JT DT GHWe estimate Indonesia autos’ TAM at...
AUTOS AND AUTO PARTS Indonesia autos Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Autos - Off low base thanks to commercial vehicle
JT DT GHIndonesia car wholesales reached 679k units in...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi Gerald Hugo
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Astra Otoparts (AUTO IJ) (Buy) - Record-high first-half results for 2026
JT DTAUTO delivered a record first-half results for 2026...
AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjad Gerald Hugo
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Indonesia Auto - Less than meets the eye
JT DT GHJune 2026 four-wheeler (4W) sales data points to...
AUTOS AND AUTO PARTS Indonesia Auto Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Autos - Off the low base – sales up 10% yoy
JT DTFebruary 2026 4W data confirmed a firm industry recovery...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi
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Indonesia autos - 2025 review and 2026 preview
JT DT GHIn Indonesia, four-wheeler (4W) demand is structurally
AUTOS AND AUTO PARTS Indonesia autos Jupriadi Tan David Tjahjadi Gerald Hugo
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Astra Otoparts (AUTO IJ) (Buy) - Jack of all trades
JT DT GHWe revise up AUTO’s earnings by 7%/10%/8% for FY25F/Fy6F27F.
AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Astra Otoparts (AUTO IJ) (Buy) - 3Q25: Record revenue and profit
JT DT GHAUTO delivered its strongest quarter to date, recording a record...
AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Autos - Asset quality and sales correlation
JT DT GHIn this note, we assess the preconditions for a four-wheeler (4W) sales recovery to...
AUTOS AUTO PARTS Indonesia Auto Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Autos - 1H25F preview – Neutral to negative outlook
JT DT GHWe expect the listed autos companies under our coverage to post...
AUTOS AND AUTO PARTS Indonesia Autos Jupriadi Tan David Tjahjadi Gerald Hugo
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Dharma Polimetal (DRMA IJ) (Buy) - Resilient despite weak autos market
JT DT GHIn our view, DRMA has been able to grow...
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Astra Otoparts (AUTO IJ) (Buy) - Spare parts trading powerhouse
JT DT GHWe view AUTO primarily as a trading business...
AUTOS AUTO PARTS AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Autos - Autos value chain: winners and laggards based on 1Q results
JT DT GHwe examine the 1Q25 results and do a deep dive into the automotive...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Auto - Record EV penetration due to Denza
JT DT GHIndonesia’s EV market reached a record high...
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
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Indonesia Autos - Results recap, export market, and tariffs impact
JT DT GHIndonesia's auto sector recorded overall in-line results for FY24,
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo