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Home    /    yudi
yudi

yudi

Administrator

Joined 1 year ago

Active

saya

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  • Indonesia Auto - Record EV penetration due to Denza

    JT DT GH

    Indonesia’s EV market reached a record high...

    AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo

    6 months ago
  • Bank Tabungan Negara Persero (BBTN IJ) (Neutral) - 1Q25 results in-line with our projections

    EW

    BBTN reported its 1Q25 results with...

    BANKS BBTN BBTN JK BBTN IJ Erwin Wijaya

    6 months ago
  • Mayora Indah (MYOR IJ) (Buy) - Sales beating the high base

    SH JW SC

    Our industry survey indicated that MYOR’s 1Q25F...

    CONSUMER RELATED MYOR MYOR JK MYOR IJ Sandy Ham Jody Wijaya Samuel Christian

    6 months ago
  • Cisarua Mountain Dairy (CMRY IJ) (Buy) - Kanzler sales at all-time high

    SH JW SC

    CMRY’s 1Q25 earnings result was in line...

    GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian

    6 months ago
  • Unilever Indonesia (UNVR IJ) (Reduce) - Fundamental issue remains

    SH JW SC

    UNVR’s 1Q25 result was in line with our estimate...

    GENERAL CONSUMER UNVR UNVR JK UNVR IJ Sandy Ham Jody Wijaya Samuel Christian

    6 months ago
  • Bank Central Asia (BBCA IJ) (Buy) - 1Q25 resilient and likely better 2H25 loan pricing

    EW

    BBCA released its 1Q25 results...

    BANKS BBCA BBCA JK BBCA IJ Erwin Wijaya

    6 months ago
  • Indonesia Flow Radar - Liquidity tight, but sentiment bottoming

    JT DT GH NG

    Fund metrics slightly stabilized in Mar-25...

    EQUITY STRATEGY Jupriadi Tan David Tjahjadi Gerald Hugo Nicholas Goei

    6 months ago
  • Metrodata Electronic (MTDL IJ) (Buy) - Consistent compounder with solid FY24 delivery

    JT DT GH

    MTDL posted 14% yoy growth in both revenue...

    SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo

    6 months ago
  • Avia Avian (AVIA IJ) (Buy) - Well positioned to capture future growth

    GH FJ JT

    Avia Avian (AVIA) leads Indonesia’s decorative paint...

    CHEMICALS AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan

    6 months ago
  • Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - FY24 results below expectations

    EW

    Telkom has released its consolidated...

    TELECOMS TLKM TLKM JK TLKM IJ Erwin Wijaya

    6 months ago
  • Indonesia Banks - 1Q25F preview: Expect decent results

    EW

    Major Indonesia banks will kick off...

    BANKS Erwin Wijaya

    6 months ago
  • Bank Syariah Indonesia (BRIS IJ) (Buy) - The bullion play

    EW

    A bullion bank, often referred to as a gold bank...

    BANKS BRIS BRIS JK BRIS IJ Erwin Wijaya

    6 months ago
  • Triputra Agro Persada (TAPG IJ) (Buy) - Q1 production up y-y post El-Nino recovery

    NG

    With 1Q25 production coming off a low base...

    AGRI-RELATED TAPG TAPG JK TAPG IJ Nicholas Goei

    6 months ago
  • Indonesia Commodity - Royalty scheme: Minor changes for non-coal resources

    MW

    The Indonesian government has officially...

    COAL Michael Wildon

    6 months ago
  • AKR Corporindo (AKRA IJ) (Buy) - Resilient logistics and JIIPE support earnings

    JT DT GH

    AKRA’s logistics and estate moat remains robust,

    POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo

    6 months ago

Showing 15 of 401 results

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