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Home    /    yudi
yudi

yudi

Administrator

Joined 2 years ago

Active

saya

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  • Ultrajaya Milk Industry & Trading (ULTJ IJ) (Buy) - Decade of dairy

    SH SC JW NY

    ULTJ remains the market leader in the Indonesia...

    FOOD AND BEVERAGE Ultrajaya Milk Industry And Trading ULTJ ULTJ JK ULTJ IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin

    4 months ago
  • Indonesia Retailers - Pulled-forward demand supports 1Q26

    JW SH NY SC

    Retailers generally booked strong 1Q26 SSSG...

    RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

    4 months ago
  • Indonesia FMCG - Strong FMCG sales momentum rolls on

    SH SC JW NY

    In line with our previous report (read: 1Q26 FMCG result preview), overall FMCG...

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

    4 months ago
  • Bank CIMB Niaga (BNGA IJ) (Neutral) - 1Q26 results in line

    EW

    BNGA delivered a decent set of 1Q26 results...

    BANKS Bank CIMB Niaga BNGA BNGA JK BNGA IJ Erwin Wijaya

    4 months ago
  • Pakuwon Jati (PWON IJ) (Buy) - Steady recurring assets growth

    GH FJ

    PWON posted in-line 1Q26 results, with revenue at...

    PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin

    4 months ago
  • Aneka Tambang (ANTM IJ) (Buy) - Revise up earnings following robust results

    MW NS

    ANTM announced its 1Q26 results that were well above...

    METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik

    4 months ago
  • Adi Sarana Armada (ASSA IJ) (Buy) - Solid top-line growth

    JT DT

    ASSA booked 1Q26 revenue of IDR1.5tn (+11% y-y, -2.3% q-q)..

    TRANSPORT OR LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi

    4 months ago
  • Dharma Polimetal (DRMA IJ) (Buy) - 4W leads, 2W lags

    JT DT

    DRMA posted 1Q26 revenue of IDR 1,547bn (+5.9% y-y, flat q-q)...

    AUTOS AND AUTO PARTS Dharma Polimetal DRMA DRMA JK DRMA IJ Jupriadi Tan David Tjahjadi

    4 months ago
  • Arwana Citramulia (ARNA IJ) (Buy) - Strong demand, temporary hiccup

    GH FJ

    ARNA posted 1Q26 results below our expectation...

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

    4 months ago
  • Bank Rakyat Indonesia (BBRI IJ) (Buy) - Strong 1Q26 results with profit +14% y-y

    EW

    BBRI delivered strong 1Q26 results, reporting...

    BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

    4 months ago
  • Bank Negara Indonesia (BBNI IJ) (Buy) - Decent 1Q26 results

    EW

    BBNI delivered a decent 1Q26 performance, broadly in line...

    BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya

    4 months ago
  • Indosat (ISAT IJ) (Buy) - 1Q26 results in line

    EW

    ISAT’s 1Q26 results came in in line with our projections...

    TELECOMS Indosat ISAT ISAT JK ISAT IJ Erwin Wijaya

    4 months ago
  • Midi Utama Indonesia (MIDI IJ) (Buy) - Strong start to the year

    JW SH NY SC

    MIDI posted a strong start to the year, with Alfamidi-only...

    RETAIL Midi Utama Indonesia MIDI JK MIDI IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian

    4 months ago
  • Summarecon Agung (SMRA IJ) (Buy) - Strong pre-sales provide positive earnings outlook

    GH FJ

    We have turned more positive on SMRA due to...

    PROPERTY Summarecon Agung SMRA SMRA JK SMRA IJ Gerald Hugo Felix Justin

    4 months ago
  • AKR Corporindo (AKRA IJ) (Buy) - 1Q26 results – Solid start to the year

    JT DT GH

    AKRA posted 1Q26 results in line with our...

    POWER AND UTILITIES AKR Corporindo AKRA JK AKRA IJ

    4 months ago

Showing 15 of 621 results

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