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Home    /    yudi
yudi

yudi

Administrator

Joined 2 years ago

Active

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  • Bank Negara Indonesia (BBNI IJ) (Buy) - 1H26 results in-line

    EW

    BBNI reported solid 1H26 results, with headline...

    BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya

    3 months ago
  • United Tractors (UNTR IJ) (Neutral) - Kitchen sinking with tail risk

    MW NS

    1H26 revenue came in at IDR58tn (-15% y-y)...

    ENGINEERING AND CONSTRUCTION United Tractors UNTR UNTR JK UNTR IJ Michael Wildon Ng Nizam Syafik

    3 months ago
  • Indonesia Retailers - When growth starts paying back

    JW SH NY SC

    Indonesia's listed retailers are arguably in their healthiest...

    RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

    3 months ago
  • Indonesia Banks - BI governer resignation: impact on our peak-rate thesis

    EW

    BANKS Indonesia Banks Erwin Wijaya

    3 months ago
  • Indonesia FMCG - 2Q26 result review and 2H26F expectations

    SH SC JW NY

    We conclude that overall, 2Q26 FMCG firms’...

    CONSUMER RELATED Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

    3 months ago
  • Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Resilient 2Q26 results

    EW

    TLKM has released its 2Q26 results, which showed...

    TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya

    3 months ago
  • AKR Corporindo (AKRA IJ) (Buy) - Record-high first-half results; strong cashflow

    JT DT GH

    AKRA posted a record 1H26 net profit of IDR1.43tn (+21% yoy)...

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

    3 months ago
  • Astra Otoparts (AUTO IJ) (Buy) - Record-high first-half results for 2026

    JT DT

    AUTO delivered a record first-half results for 2026...

    AUTOS AND AUTO PARTS Astra Otoparts AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjad Gerald Hugo

    3 months ago
  • Arwana Citramulia (ARNA IJ) (Buy) - Back on track

    GH FJ

    ARNA posted record quarterly revenue and NPAT in 2Q26...

    CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald hugo Felix Justin

    3 months ago
  • Bank Central Asia (BBCA IJ) (Buy) - 1H26 results in-line

    EW

    BBCA reported decent 1H26 results...

    BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

    3 months ago
  • Indofood CBP Sukses Makmur (ICBP IJ) (Buy) - Top-line beat drives earnings

    SH SC JW NY

    We expect Indofood CBP to record mid-teens revenue...

    FOOD AND BEVERAGE Indofood CBP Sukses Makmur ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

    3 months ago
  • Indosat (ISAT IJ) (Buy) - 1H26 results better than expected

    EW

    ISAT’s 1H26 results were well ahead of our expectations...

    TELECOMS Indosat ISAT ISAT JK ISAT IJ Erwin Wijaya

    3 months ago
  • Kalbe Farma (KLBF IJ) (Buy) - Robust revenue, rising costs

    SH SC JW NY

    We acknowledge KLBF’s new initiatives—

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

    3 months ago
  • Indonesia CPO - Supercycle zone

    SH SC JW NY

    We believe global crude palm oil (CPO) production is...

    AGRI-RELATED Indonesia CPO Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

    3 months ago
  • Indonesia Banks - SRBI update: BI holds at 5.75%, in line with our peak-rate thesis

    EW

    Bank Indonesia (BI) left its policy rate unchanged at...

    BANKS Indonesia Banks Erwin Wijaya

    3 months ago

Showing 15 of 656 results

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