yudi
Administrator
Joined 2 years ago
Active
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Indofood CBP Sukses Makmur (ICBP IJ) (Buy) - Core earnings resilience
SH JW SCWe project ICBP to book low-single-digit sales...
FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Jody Wijaya Samuel Christian
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Bank Negara Indonesia (BBNI IJ) (Buy) - 1Q25 results in-line
EWBBNI released its 1Q25 results on 28 April...
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AKR Corporindo (AKRA IJ) (Buy) - Core business-driven results
JT DT GHAKRA posted resilient 1Q25 NPAT of IDR565bn...
POWER AND UTILITIES AKRA AKRA JK AKRA IJ 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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Bank Tabungan Negara Persero (BBTN IJ) (Neutral) - 1Q25 results in-line with our projections
EWBBTN reported its 1Q25 results with...
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Mayora Indah (MYOR IJ) (Buy) - Sales beating the high base
SH JW SCOur industry survey indicated that MYOR’s 1Q25F...
CONSUMER RELATED MYOR MYOR JK MYOR IJ Sandy Ham Jody Wijaya Samuel Christian
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Cisarua Mountain Dairy (CMRY IJ) (Buy) - Kanzler sales at all-time high
SH JW SCCMRY’s 1Q25 earnings result was in line...
GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian
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Unilever Indonesia (UNVR IJ) (Reduce) - Fundamental issue remains
SH JW SCUNVR’s 1Q25 result was in line with our estimate...
GENERAL CONSUMER UNVR UNVR JK UNVR IJ Sandy Ham Jody Wijaya Samuel Christian
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Bank Central Asia (BBCA IJ) (Buy) - 1Q25 resilient and likely better 2H25 loan pricing
EWBBCA released its 1Q25 results...
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Indonesia Flow Radar - Liquidity tight, but sentiment bottoming
JT DT GH NGFund metrics slightly stabilized in Mar-25...
EQUITY STRATEGY Jupriadi Tan David Tjahjadi Gerald Hugo Nicholas Goei
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Metrodata Electronic (MTDL IJ) (Buy) - Consistent compounder with solid FY24 delivery
JT DT GHMTDL posted 14% yoy growth in both revenue...
SOFTWARE AND SERVICES MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Avia Avian (AVIA IJ) (Buy) - Well positioned to capture future growth
GH FJ JTAvia Avian (AVIA) leads Indonesia’s decorative paint...
CHEMICALS AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - FY24 results below expectations
EWTelkom has released its consolidated...
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Indonesia Banks - 1Q25F preview: Expect decent results
EWMajor Indonesia banks will kick off...
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Bank Syariah Indonesia (BRIS IJ) (Buy) - The bullion play
EWA bullion bank, often referred to as a gold bank...