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Home    /    yudi
yudi

yudi

Administrator

Joined 1 year ago

Active

saya

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  • Sarana Menara Nusantara (TOWR IJ) (Buy) - Adjust FY25-27F earnings by ~2.3-5.7%

    EW

    TOWR is set to conduct a rights issue by offering...

    TELECOMS TOWR TOWR JK TOWR IJ Erwin Wijaya

    3 months ago
  • Bumi Resources Minerals (BRMS IJ) (Buy) - Big undeveloped gold and copper assets

    MW

    Bumi Resources Minerals (BRMS) provides exposure to four gold projects...

    METALS AND MINING BRMS BRMS JK BRMS IJ Michael Wildon Ng

    3 months ago
  • Triputra Agro Persada (TAPG IJ) (Buy) - Strong growth momentum and high dividend yield

    SH SC NG

    Indonesia FFB production for the March-April period...

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

    3 months ago
  • Indonesia Banks - YTD May-25 results summary

    EW

    Indonesia major banks (BBCA IJ, BMRI IJ, BRIS IJ, BBNI IJ and BBRI IJ...

    BANKS Erwin Wijaya

    3 months ago
  • Merdeka Copper Gold (MDKA IJ) (Buy) - Strong gold and copper prices drive valuation

    MW

    MDKA reported 1Q25 results losses...

    BASIC MATERIALS MDKA MDKA JK MDKA IJ Michael Wildon Ng

    4 months ago
  • Bank Syariah Indonesia (BRIS IJ) (Buy) - Decent YTD May-25 results

    EW

    BRIS has released its YTD May25 results...

    BANKS BRIS BRIS JK BRIS IJ Erwin Wijaya

    4 months ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - YTD May-25 profit -15% y-y

    EW

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

    BANKS BBRI BBRI JK BBRI IJ Erwin Wijaya

    4 months ago
  • Bank Negara Indonesia (BBNI IJ) (Buy) - YTD May-25 soft results

    EW

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

    BANKS BBNI BBNI JK BBNI IJ Erwin Wijaya

    4 months ago
  • Bank Mandiri (BMRI IJ) (Buy) - YTD May-25 earnings flat

    EW

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

    BANKS BMRI BMRI JK BMRI IJ Erwin Wijaya

    4 months ago
  • Indonesia Equity Strategy - VMMI – Period of normalization

    JT GH

    Our proprietary Verdhana Macro-Micro Index...

    EQUITY STRATEGY Jupriadi Tan Gerald Hugo

    4 months ago
  • Indonesia Banks - Conservative stance

    EW

    We anticipate soft 1H25F results for...

    BANKS Erwin Wijaya

    4 months ago
  • Dharma Polimetal (DRMA IJ) (Buy) - Resilient despite weak autos market

    JT DT GH

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

    AUTOS AUTO PARTS DRMA DRMA JK DRMA IJ

    4 months ago
  • Astra Otoparts (AUTO IJ) (Buy) - Spare parts trading powerhouse

    JT DT GH

    We view AUTO primarily as a trading business...

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

    4 months ago
  • Bank Central Asia (BBCA IJ) (Buy) - YTD May-25 Results – Resilient results

    EW

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

    BANKS BBCA BBCA JK BBCA IJ Erwin Wijaya

    4 months ago
  • Cisarua Mountain Dairy (CMRY IJ) (Buy) - Double-digit growth amidst economic slowdown

    SH JW SC

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

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

    4 months ago

Showing 15 of 401 results

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