Based on our survey of 25 large FMCG firms in Indonesia...

CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

Jun-26 flows reaffirm investors' defensive stance...

EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo

We expect 2Q26F same-store sales growth (SSSG)...

RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

Indonesia’s Ministry of Communication and Digital (Komdigi) has mandated...

TELECOMS Indonesia Telecom Erwin Wijaya

BRIS has released its May-26 results...

BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya

AKR Corporindo (AKRA) has demonstrated...

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

Three years since our last Indonesia industrial...

EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin

We believe MYOR has one of the most...

CONSUMER RELATED Mayora Indah MYOR MYOR JK MYOR IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

BBRI has released its bank-only May-26 results...

BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

BBNI has released its bank-only May-26 results...

BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya

Jardine Matheson (JM SP, Not rated) – Astra's parent holding company...

AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi

We examined Walmart's (WMT US, Not rated) same-store...

RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

We analyze historical market cycle to...

EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo

BBCA published its bank-only May-26 results on 16 June...

BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

We expect a strong 2026F NPAT growth rate for...

FOOD AND BEVERAGE Sariguna Primatirta CLEO CLEO JK CLEO IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin