Indonesia banks - FX Deposit Rate Risk: a solution that might not be effective
EW GHThe sharp compression of the Indonesian Rupiah (IDR) vs. the United States Dollar (USD)...
The sharp compression of the Indonesian Rupiah (IDR) vs. the United States Dollar (USD)...
We think BBCA’s peer-leading profitability will...
Over the past decade, Metrodata Electronic’s (MTDL)...
SOFTWARE AND SERVICES Metrodata Electronic MTDL MTDL JK MTDL IJ Jupriadi Tan David Tjahjadi Gerald Hugo
BBCA has released its bank-only Aug-25 results...
We estimate ULTJ’s sales to still decline by...
FOOD AND BEVERAGE Ultrajaya Milk Industry And Trading ULTJ ULTJ JK ULTJ IJ Sandy Ham Samuel Christian Jody Wijaya
BRIS has continued to deliver strong performance...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya
BMRI posted consolidated 1H25 results with...
We have compiled data from 260 companies in the JCI...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
The recent development related to the Ministry of Finance (MoF)...
A dividend aristocrat refers to a company that has paid...
We project SIDO to record +4.3% y-y sales growth in 2H25F...
FOOD AND BEVERAGE Industri Jamu Dan Farmasi Sido Muncul SIDO SIDO JK SIDO IJ Sandy Ham Samuel Christian Jody WIjaya
Of late, major Indonesia banking stocks have been under persistent selling
We lower FY25-27F EPS by 1.1-4.4% to reflect the challenging...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
Following BBNI's YTD Jul-2025 results, we revise our FY25-27F...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
We revise our FY25F-27F earnings forecasts for BMRI to reflect the...