Triputra Agro Persada (TAPG IJ) (Buy) - Strong combination of higher price + productivity
SH SC NGWe believe CPO prices will remain strong going forward...
AGRI RELATED TAPG TAPG JK TAPG IJ Sandy Ham Samuel Christian Nicholas Goei
We believe CPO prices will remain strong going forward...
AGRI RELATED TAPG TAPG JK TAPG IJ Sandy Ham Samuel Christian Nicholas Goei
Indonesia FFB production for the March-April period...
AGRI-RELATED TAPG TAPG JK TAPG IJ Sandy Ham Samuel Christian Nicholas Goei
Fund metrics slightly stabilized in Mar-25...
EQUITY STRATEGY Jupriadi Tan David Tjahjadi Gerald Hugo Nicholas Goei
With 1Q25 production coming off a low base...
We used KSEI data to calculate the percentage...
EQUITY STRATEGY Nicholas Goei Jupriadi Tan Gerald Hugo David Tjahjadi
In this Flow Radar, funds edition, we assess the cash positions and top 10 holdings of funds in January and Fe
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo
Our analysis suggests that local investors continue to seek shelter in liquid names.
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo
We track stock ownership and fund flows in the Indonesia Flow Radar
EQUITY STRATEGY David Tjahjadi Nicholas Goei Jupriadi Tan Gerald Hugo
In this report, we assess the cash position of the funds that we track as of January 2025,
EQUITY STRATEGY Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
Indonesia Flow Radar is a report series in which we track stock ownership
Equity Strategy Nicholas Goei David Tjahjadi Jupriadi Tan Gerald Hugo
With the gap between crude palm oil (CPO) and crude oil widening, blending biodiesel into diesel has become ev
Crude palm oil (CPO) prices have recently broken above USD1,000/ton this year,