yudi
Administrator
Joined 2 years ago
Active
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Indonesia IT Services - Steady compounder – growth despite low capex
JT DTThe Indonesia IT services sector continued to...
TECHNOLOGY Indonesia IT Services Jupriadi Tan David Tjahjadi
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Indonesia equity strategy - Bottom-up Stock Assessment
JT GH DT FJWe frame this report as a tactical...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Midi Utama Indonesia (MIDI IJ) (Buy) - Recovery underway, growth to follow
JW SH NY SCMIDI delivered strong earnings growth in 4Q25...
RETAIL Midi Utama Indonesia MIDI MIDI JK MIDI IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Bank Jago (ARTO IJ) (Neutral) - Post-FY25 adjustments; reduce TP to IDR1,600
EWBank Jago (ARTO) released its FY25 results, which were...
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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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Panin Bank (PNBN IJ) (Neutral) - Post FY25 adjustments; reduce TP to IDR1,130
EWWe expect the Indonesia banking sector to continue...
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Bank BTPN Syariah (BTPS IJ) (Neutral) - Post FY25 adjustments; maintain TP at IDR1,100
EWBTPS released its FY25 results, which were...
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Bank Danamon Indonesia (BDMN IJ) (Neutral) - Post FY25 adjustments; reduced TP to IDR2,590
EWWe expect the Indonesia banking sector to continue...
BANKS Bank Danamon Indonesia BDMN BDMN JK BDMN IJ Erwin Wijaya
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Bank Central Asia (BBCA IJ) (Buy) - Doubles down on shareholder returns
EWBBCA’s 2026 AGMS (annual general meeting of shareholders)...
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Ultrajaya Milk Industry & Trading (ULTJ IJ) (Buy) - Surge in dairy sales
SH SC JW NYULTJ recorded a significant increase in...
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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AKR Corporindo (AKRA IJ) (Buy) - Strong business moat
We believe AKRA remains structurally well...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi
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Bank CIMB Niaga (BNGA IJ) (Neutral) - Improving performance; new TP of IDR2,000
EWBank CIMB Niaga has a notable position in Indonesia’s SME...
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Indonesia Telecoms - Constitutional Court’s decision on prepaid data rollover
EWWe believe the recent decision by the Mahkamah Konstitusi...
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Indonesia Banks - Jan-26 results summary: improved performance
EWIndonesia’s major banks — BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ...
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Indonesia equity strategy - Overweight Energy & Dollar Earner
JT GHGeopolitical tensions are escalating, and energy markets are...