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Home    /    yudi
yudi

yudi

Administrator

Joined 2 years ago

Active

saya

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  • 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

    11 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

    11 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

    11 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

    11 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

    11 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

    11 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

    11 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

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

    EW

    Major Indonesia banks will kick off...

    BANKS Erwin Wijaya

    11 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

    11 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

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

    MW

    The Indonesian government has officially...

    COAL Michael Wildon

    11 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

    11 months ago
  • Indonesia equity strategy - FY24 results recap – front-loaded risk

    GH JT

    We have compiled the FY24 results of 90 Indonesian...

    EQUITY STRATEGY Gerald Hugo Jupriadi Tan

    11 months ago
  • Tower Bersama Infrastructure (TBIG IJ) (Neutral) - Cut FY25F earnings by ~13.6%

    EW

    We remain positive on the tower sector’s long-term...

    TELECOMS TBIG TBIG JK TBIG IJ Erwin Wijaya

    11 months ago

Showing 15 of 474 results

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