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Home    /    yudi
yudi

yudi

Administrator

Joined 2 years ago

Active

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  • Avia Avian (AVIA IJ) (Buy) - Strong 1Q26, monitoring margin transmission into 2H26F

    GH FJ JT

    AVIA delivered a record 1Q26 with revenue...

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

    2 months ago
  • Bank Syariah Indonesia (BRIS IJ) (Buy) - Apr-26 results

    EW

    BRIS has released its Apr-26 results, reporting...

    BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya

    2 months ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - Apr-26 results

    EW

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

    BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

    2 months ago
  • Indonesia equity strategy - Indonesia 1Q26 BoP – Twin Deficit

    JT GH

    Indonesia's 1Q26 BoP printed -2.4% of...

    EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo

    2 months ago
  • Indonesia Banks - SRBI yields resume climb

    EW

    Blended Sekuritas Rupiah Bank Indonesia (SRBI) yields...

    BANKS Indonesia Banks Erwin Wijaya

    2 months ago
  • Astra International (ASII IJ) (Buy) - Strategy roadmap: low-teens TSR & buybacks

    JT DT GH

    Astra 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

    2 months ago
  • Indofood CBP Sukses Makmur (ICBP IJ) (Buy) - The catalyst in the chaos

    SH SC JW NY

    The 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

    2 months ago
  • Bank Mandiri (BMRI IJ) (Buy) - Apr-26 results

    EW

    BMRI has released its bank-only Apr-26 results...

    BANKS Bank Mandiri BMRI BMRI JK BMRI IJ Erwin Wijaya

    2 months ago
  • Bank Central Asia (BBCA IJ) (Buy) - Apr-26 results

    EW

    BBCA has published its bank-only Apr-26 results...

    BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

    2 months ago
  • Siloam International Hospitals (SILO IJ) (Buy) - Stronger governance boosts long-term value

    JW SH NY SC

    Siloam International Hospitals’ 1Q26 revenue...

    HEALTH CARE AND PHARMACEUTICALS Siloam International Hospitals SILO SILO JK SILO IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

    2 months ago
  • Medikaloka Hermina (HEAL IJ) (Buy) - Short-term volume pressure still lingering

    JW SH NY SC

    Earlier festive timing and tighter BPJS....

    HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

    2 months ago
  • Mitra Keluarga Karyasehat (MIKA IJ) (Buy) - Better mix and better margins ahead

    JW SH NY SC

    Mitra’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

    2 months ago
  • Indonesia equity strategy - Corporate health check: Slowest growth of wallet size in a decade

    JT GH FJ

    We have compiled the 1Q26 results across 250...

    EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin

    2 months ago
  • Indonesia Banks - Bank Indonesia delivers a surprise 50bp rate hike

    EW

    Bank Indonesia (BI) raised its benchmark 7-day...

    BANKS Indonesia Banks Erwin Wijaya

    2 months ago
  • Astra International (ASII IJ) (Buy) - Next in line to re-rating?

    JT DT

    As 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

    2 months ago

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