Erajaya Swasembada (ERAA IJ) (Buy) - The new era
JW SH SCERAA’s performance has been underwhelming over the past three years...
RETAIL ERAA ERAA JK ERAA IJ Jody Wijaya Sandy Ham Samuel Christian
ERAA’s performance has been underwhelming over the past three years...
RETAIL ERAA ERAA JK ERAA IJ Jody Wijaya Sandy Ham Samuel Christian
We believe reducing the income gap between rich and poor is the ultimate goal...
Based on a same-store sales growth (SSSG) data trend comparison...
Despite the timing difference of Lebaran...
RETAIL MAPA MAPA JK MAPA IJ Jody Wijaya Sandy Ham Samuel Christian
While top-line weakness was anticipated due to...
CONSUMER RELATED ACES ACES JK ACES IJ Jody Wijaya Sandy Ham Samuel Christian
The group reported weak same-store sales growth...
RETAIL MAPI MAPI JK MAPI IJ Jody Wijaya Sandy Ham Samuel Christian
KEJU sales grew +9% y-y in 1Q25...
FOOD AND BEVERAGE KEJU KEJUJK KEJU IJ Sandy Ham Jody Wijaya Samuel Christian
Alfamidi delivered a solid performance in 1Q25...
RETAIL MIDI MIDI JK MIDI IJ Jody Wijaya Sandy Ham Samuel Christian
AMRT started the year with a solid set of results...
CONSUMER RELATED AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Samuel Christian
We project ICBP to book low-single-digit sales...
FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Jody Wijaya Samuel Christian
Our industry survey indicated that MYOR’s 1Q25F...
CONSUMER RELATED MYOR MYOR JK MYOR IJ Sandy Ham Jody Wijaya Samuel Christian
CMRY’s 1Q25 earnings result was in line...
GENERAL CONSUMER CMRY CMRY JK CMRY IJ Sandy Ham Jody Wijaya Samuel Christian
UNVR’s 1Q25 result was in line with our estimate...
GENERAL CONSUMER UNVR UNVR JK UNVR IJ Sandy Ham Jody Wijaya Samuel Christian
We estimate that the FMCG firms under our...
Indonesian retailers still managed to record average top-line growth