Adi Sarana Armada (ASSA IJ) (Buy) - Heading into a growth phase
JT DT GHWe increase our 2025/26F earnings estimates by...
TRANSPORT AND LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We increase our 2025/26F earnings estimates by...
TRANSPORT AND LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
ALII is engaged in the coal transportation business and...
COAL Ancara Logistics Indonesia ALII ALII JK ALII IJ Michael Wildon
ASSA booked another record quarter, with 3Q25...
TRANSPORT LOGISTICS Adi Sarana Armada ASSA ASSA JK ASSA 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 estimate ASSA will book 1H25F NPAT of IDR190bn (+48% y-y)...
TRANSPORT LOGISTICS ASSA ASSA JK ASSA ID Jupriadi Tan David Tjahjadi Gerald Hugo
We believe Indonesia’s logistics market is a potentially lucrative segment that is still underpenetrated.
Transport Logistics FMCG Jupriadi Tan David Tjahjadi Gerald Hugo
Indonesia’s automotive and transport sector has reported relatively strong results for 9M24 despite weak 4W s
We recently visited WINS' newly acquired Platform Supply Vessel (PSV), the WM Mentawai, in Batam, Indonesia.
Transportation and Logistic WINS JK WINS IJ Jupriadi Tan Gerald Hugo