yudi
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Joined 11 months ago
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Indonesia Equity Strategy - Tactically prefer FMCG & retailers over banks
JT EWDespite the anticipated rate cut cycle, we believe Indonesia banks have limited room to lower their cost of fu
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Indonesia Retailers - Discretionary retail 3Q24F preview
JW SH SCAspirasi Hidup Indonesia (ACES IJ, Neutral) — We estimate a robust 11%/13% y-y increase in both sales/net prof
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Indonesia Retailers - Limited surprises as expected
JW SH SC2Q24 review: ERAA upbeat and ACES downbeat were the only surprises Overall results were largely in line