BRIS has released its YTD May25 results...

BANKS BRIS BRIS JK BRIS IJ Erwin Wijaya

BBRI has released its bank-only May25 results...

BANKS BBRI BBRI JK BBRI IJ Erwin Wijaya

We recently lowered our FY25F-27F earnings...

BANKS BBNI BBNI JK BBNI IJ Erwin Wijaya

We recently lowered our FY25F-27F earnings...

BANKS BMRI BMRI JK BMRI IJ Erwin Wijaya

Our proprietary Verdhana Macro-Micro Index...

EQUITY STRATEGY Jupriadi Tan Gerald Hugo

We anticipate soft 1H25F results for...

BANKS Erwin Wijaya

In our view, DRMA has been able to grow...

AUTOS AUTO PARTS DRMA DRMA JK DRMA IJ

We view AUTO primarily as a trading business...

AUTOS AUTO PARTS AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo

BBCA just released its bank-only May-25 results...

BANKS BBCA BBCA JK BBCA IJ Erwin Wijaya

We observed that middle-income consumers are moving...

GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian

MEDC recorded 1Q25 earnings of USD18mn (-81% q-q, -76% y-y)...

OIL AND GAS CHEMICALS ASIA MEDC MEDC JK MEDC IJ Michael Wildon Edward Prima

As highlighted in our 23 March note (Repositioning, revamping, and reallocating)...

GENERAL CONSUMER Kalbe Farma KLBF KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian

Charts below provide the latest updates on SRBI...

BANKS Indonesia Banks Erwin Wijaya

BRIS has released its YTD Apr-25, results with headline...

BANKS BRIS BRIS JK BRIS IJ Erwin Wijaya

Indonesia’s tower companies: TOWR IJ, TBIG IJ and MTEL IJ (all rated Buy) have...

TELECOMS Erwin Wijaya