yudi
Administrator
Joined 2 years ago
Active
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Indonesia Banks - SRBI yields resume climb
EWBlended Sekuritas Rupiah Bank Indonesia (SRBI) yields...
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Astra International (ASII IJ) (Buy) - Strategy roadmap: low-teens TSR & buybacks
JT DT GHAstra targets low-teens TSR over the next 10 years...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
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Indofood CBP Sukses Makmur (ICBP IJ) (Buy) - The catalyst in the chaos
SH SC JW NYThe war in the Middle East has been shattering logistics...
FOOD AND BEVERAGE Indofood CBP Sukses Makmur ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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Bank Mandiri (BMRI IJ) (Buy) - Apr-26 results
EWBMRI has released its bank-only Apr-26 results...
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Bank Central Asia (BBCA IJ) (Buy) - Apr-26 results
EWBBCA has published its bank-only Apr-26 results...
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Siloam International Hospitals (SILO IJ) (Buy) - Stronger governance boosts long-term value
JW SH NY SCSiloam International Hospitals’ 1Q26 revenue...
HEALTH CARE AND PHARMACEUTICALS Siloam International Hospitals SILO SILO JK SILO IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Medikaloka Hermina (HEAL IJ) (Buy) - Short-term volume pressure still lingering
JW SH NY SCEarlier festive timing and tighter BPJS....
HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Mitra Keluarga Karyasehat (MIKA IJ) (Buy) - Better mix and better margins ahead
JW SH NY SCMitra’s 1Q26 revenue came in softer than...
HEALTH CARE AND PHARMACEUTICALS Mitra Keluarga Karyasehat MIKA MIKA JK MIKA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Indonesia equity strategy - Corporate health check: Slowest growth of wallet size in a decade
JT GH FJWe have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
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Indonesia Banks - Bank Indonesia delivers a surprise 50bp rate hike
EWBank Indonesia (BI) raised its benchmark 7-day...
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Astra International (ASII IJ) (Buy) - Next in line to re-rating?
JT DTAs discussed in our previous analysis on TSR, we think that Astra
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi
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Indonesia Flow Radar - Crowded into commodities, fleeing financials
JT GHYear-to-date April institutional equity flows confirm...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
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Bank Syariah Indonesia (BRIS IJ) (Buy) - Solid 1Q26 results
EWBRIS delivered a solid set of consolidated 1Q26 results, tracking...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Soft FY25 results
EWTLKM has released its FY25 results, with headline...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
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XLSMART Telecom (EXCL IJ) (Neutral) - 1Q26 results in line
EWEXCL’s 1Q26 results were broadly in line with our expectations...