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Home    /    yudi
yudi

yudi

Administrator

Joined 2 years ago

Active

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  • Indonesia Telecom - Biometric SIM registration: structural uplift to pricing power

    EW

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

    TELECOMS Indonesia Telecom Erwin Wijaya

    2 months ago
  • Bank Syariah Indonesia (BRIS IJ) (Buy) - May-26 results in-line

    EW

    BRIS has released its May-26 results...

    BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya

    3 months ago
  • AKR Corporindo (AKRA IJ) (Buy) - A proven track record of shareholder value creation

    JT DT GH

    AKR Corporindo (AKRA) has demonstrated...

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

    3 months ago
  • Indonesia equity strategy - Pulse check - industrial estates 2023 vs 2026

    JT GH DT FJ

    Three years since our last Indonesia industrial...

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

    3 months ago
  • Mayora Indah (MYOR IJ) (Buy) - Forex tailwind

    SH SC JW NY

    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

    3 months ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - May-26 results in-line

    EW

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

    BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

    3 months ago
  • Bank Negara Indonesia (BBNI IJ) (Buy) - May-26 results in-line

    EW

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

    BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya

    3 months ago
  • Astra International (ASII IJ) (Buy) - Clearer capital allocation at group level

    JT DT

    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

    3 months ago
  • Indonesia Retailers - Revisiting the Walmart playbook

    JW SH NY SC

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

    RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

    3 months ago
  • Indonesia equity strategy - Still Early Innings Of The Recovery

    JT GH

    We analyze historical market cycle to...

    EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo

    3 months ago
  • Bank Central Asia (BBCA IJ) (Buy) - May-26 results in-line with expectations

    EW

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

    BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

    3 months ago
  • Sariguna Primatirta (CLEO IJ) (Buy) - Strong earnings growth momentum

    SH JW SC NY

    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

    3 months ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - From de-rating to recovery; maintain Buy

    EW

    BBRI has underperformed peers by a wide margin...

    BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

    3 months ago
  • Sarana Menara Nusantara (TOWR IJ) (Buy) - Bottoming out – tactically positive

    EW

    Over the past 12 months, TOWR share price has...

    TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya

    3 months ago
  • Chandra Asri Pacific (TPIA IJ) (Non-rated) - Strategic turnaround: Aster payoff well on elevated refining margin

    MW NS

    COMMODITY Chandra Asri Pacific TPIA TPIA JK TPIA IJ Michael Wildon Nizam Syafik

    3 months ago

Showing 15 of 627 results

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