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Home    /    yudi
yudi

yudi

Administrator

Joined 1 year ago

Active

saya

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  • 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

    2 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

    2 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

    2 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

    2 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

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

    EW

    Major Indonesia banks will kick off...

    BANKS Erwin Wijaya

    2 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

    2 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

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

    MW

    The Indonesian government has officially...

    COAL Michael Wildon

    2 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

    2 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

    2 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

    2 months ago
  • Indonesia FMCG - 1Q25F preview: growing despite challenges

    SH JW SC

    We estimate that the FMCG firms under our...

    GENERAL CONSUMER Sandy Ham Jody Wijaya Samuel Christian

    2 months ago
  • Indonesia Flow Radar - Mar-25: Opportunity amid foreign investor unease

    NG DT JT GH

    We used KSEI data to calculate the percentage...

    EQUITY STRATEGY Nicholas Goei Jupriadi Tan Gerald Hugo David Tjahjadi

    2 months ago
  • Indonesia Retailers - 4Q24 result review

    JW SH SC

    Indonesian retailers still managed to record average top-line growth

    RETAIL Jody Wijaya Sandy Ham Samuel Christian

    2 months ago

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