MYOR has consistently innovated to expand its market share domestically and abroad...

CONSUMER RELATED Mayora Indah MYOR MYOR JK MYOR IJ Sandy Ham Samuel Christian Jody Wijaya

Post 1H25 results, we have reduced our consolidated profit projections on TLKM by...

TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya

Post ISAT's 1H25 results, which included profit that accounted for ~44% of our FY25F forecast...

TELECOMS Indosat ISAT ISAT JK ISAT IJ Erwin Wijaya

We take a deeper dive into the government’s recently approved ministerial...

BANKS Indonesia Banks Erwin Wijaya

We have been observing that middle-income-class consumers largely continue...

CONSUMER RELATED Sandy Ham Samuel Christian Jody Wijaya

TLKM has released its consolidated 2Q25 results, which in our view has...

TELECOMS TLKM TLKM JK TLKM IJ Erwin Wijaya

TOWR has released its 1H25 results. Headline 1H25 profit came in at IDR1.7tn...

TELECOMS TOWR TOWR JK TOWR IJ Erwin Wijaya

BBRI has released both bank-only and consolidated 1H25 results, whereby profits...

BANKS BBRI BBRI JK BBRI IJ Erwin Wijaya

TBIG has released its 1H25 results. Headline 1H25 profit of...

TELECOMS TBIG TBIG JK TBIG IJ Erwin Wijaya

MTEL has released its 1H25 results. Headline 1H25 profit of IDR1.1tn...

TELECOMS MTEL MTEL JK MTEL IJ Erwin Wijaya

BNGA released its 1H25 results, which were largely in line...

BANKS BNGA BNGA JK BNGA IJ Erwin Wijaya

BBCA released its 1H25 results, with headline profit of...

BANKS BBCA BBCA JK BBCA IJ Erwin Wijaya

ISAT’s 1H25 results came in below our projections. Following the results, the company...

TELECOMS ISAT ISAT JK ISAT IJ Erwin Wijaya

We believe CPO prices will remain strong going forward...

AGRI RELATED TAPG TAPG JK TAPG IJ Sandy Ham Samuel Christian Nicholas Goei

We expect the current sluggish buying power conditions for Indonesia consumers...

FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya