AKR Corporindo (AKRA IJ) (Buy) - Resilient logistics and JIIPE support earnings
JT DT GHAKRA’s logistics and estate moat remains robust,
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
AKRA’s logistics and estate moat remains robust,
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We used KSEI data to calculate the percentage...
EQUITY STRATEGY Nicholas Goei Jupriadi Tan Gerald Hugo David Tjahjadi
Indonesia's auto sector recorded overall in-line results for FY24,
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
we assess the profitability-adjusted valuation of large cap companies in Indonesia
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
We are turning positive on the Indonesian equity market.
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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
4W sales rebounded in February 2025, driven by IIMS (Indonesia International Motor Show) expo;
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
ASII booked relatively in-line results, with FY24F top line growing by 4.5%
AUTOS AND AUTO PARTS Jupriadi Tan David Tjahjadi Gerald Hugo
We analyze Astra’s investments over the past seven years – which have largely been unfruitful,
AUTOS AND AUTO PARTS ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi 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
We initiate coverage of Metrodata Electronics (MTDL) and Mastersystem Infotama (MSTI) with Buy ratings,
AKRA’s share price has declined by -19% over the past three months,
POWER AND UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi 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