yudi
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Medikaloka Hermina (HEAL IJ) (Buy) - Short-term volume pressure still lingering
JW SH NY SCEarlier festive timing and tighter BPJS....
HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Mitra Keluarga Karyasehat (MIKA IJ) (Buy) - Better mix and better margins ahead
JW SH NY SCMitra’s 1Q26 revenue came in softer than...
HEALTH CARE AND PHARMACEUTICALS Mitra Keluarga Karyasehat MIKA MIKA JK MIKA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Indonesia equity strategy - Corporate health check: Slowest growth of wallet size in a decade
JT GH FJWe have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
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Indonesia Banks - Bank Indonesia delivers a surprise 50bp rate hike
EWBank Indonesia (BI) raised its benchmark 7-day...
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Astra International (ASII IJ) (Buy) - Next in line to re-rating?
JT DTAs discussed in our previous analysis on TSR, we think that Astra
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi
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Indonesia Flow Radar - Crowded into commodities, fleeing financials
JT GHYear-to-date April institutional equity flows confirm...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
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Bank Syariah Indonesia (BRIS IJ) (Buy) - Solid 1Q26 results
EWBRIS delivered a solid set of consolidated 1Q26 results, tracking...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Soft FY25 results
EWTLKM has released its FY25 results, with headline...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
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XLSMART Telecom (EXCL IJ) (Neutral) - 1Q26 results in line
EWEXCL’s 1Q26 results were broadly in line with our expectations...
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Bank Danamon Indonesia (BDMN IJ) (Neutral) - Proposed merger with MUFG Indonesia
EWBank Danamon has submitted a plan to explore a potential...
BANKS Bank Danamon Indonesia BDMN BDMN JK BDMN IJ Erwin Wijaya
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Indonesia Commodity - Royalty rate change: Gold, silver, nickel, tin
MW NSIndonesia is revising PP 19/2025 to increase mining...
METALS AND MINING Indonesia Commodity Michael Wildon Ng Nizam Syafik
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Surya Esa Perkasa (ESSA IJ) (Buy) - Potential beneficiary during ammonia transition phase
MW NS1Q26 revenue of USD95mn (+1% q-q, +37% y-y) came in...
OIL AND GAS CHEMICALS ASIA Surya Esa Perkasa ESSA ESSA JK ESSA IJ Michael Wildon Ng Nizam Syafik
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Adaro Andalan Indonesia (AADI IJ) (Buy) - Meaningful Kestrel divestment
MW NS1Q26 revenue of USD1,044mn (-20% q-q, -10% y-y) accounted for...
COAL Adaro Andalan Indonesia AADI AADI JK AADI IJ Michael Wildon Ng Nizam Syafik
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Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Defensive strength on display
JW SH NY SCAMRT delivered a solid performance, with topline and...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Ultrajaya Milk Industry & Trading (ULTJ IJ) (Buy) - Decade of dairy
SH SC JW NYULTJ 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