AKR Corporindo (AKRA IJ) (Buy) - Earnings quadrupled yet share price lagged
JT DT GHWe estimate AKRA’s 2025F earnings will expand structurally from...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We estimate AKRA’s 2025F earnings will expand structurally from...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
AKRA reported stable 3Q25 results with NPAT of...
POWER AND UTILITIES AKR Corporindo AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We project BIRD’s revenue to record a CAGR of...
TRANSPORT LOGISTICS Blue Bird BIRD BIRD JK BIRD IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We expect the current sluggish buying power conditions for Indonesia consumers...
FOOD AND BEVERAGE ICBP ICBP JK ICBP IJ Sandy Ham Samuel Christian Jody Wijaya
We view AUTO primarily as a trading business...
AUTOS AUTO PARTS AUTO AUTO JK AUTO IJ Jupriadi Tan David Tjahjadi Gerald Hugo
AKRA posted resilient 1Q25 NPAT of IDR565bn...
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
The JCI has declined by 11% over the past three months, owing to market concerns about consumers’ weak purchas
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
In this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey
We reduce FY24F/25F/26F earnings estimates by 20%/12%/5.1% as JIIPE (Java Integrated Industrial and Port Estat
POWER UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
In line with insights from our Anchor Report on purchasing power,
The plan to revise the minimum wage formula (news) presents an opportunity to enhance purchasing power, which
AKRA delivered weak 9M24 result as expected, due to the weak trading business as
We trim our 2024F/2025F earnings estimates for AKRA by 7.2%/3.4% due to unfavorable general market conditions
Power and Utilities AKRA JK AKRA IJ Jupriadi Tan Gerald Hugo