Aneka Tambang (ANTM IJ) (Buy) - Gold margin recovery with nickel ore momentum
MW NSANTM’s 1H26 revenue/net profit (NP) were...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik
ANTM’s 1H26 revenue/net profit (NP) were...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik
The market size for UHT milk in Indonesia has...
FOOD AND BEVERAGE Ultrajaya Milk Industry And Trading ULTJ ULTJ JK ULTJ IJ Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
Hartadinata operates an integrated mid-to-downstream...
RETAIL Hartadinata Abadi HRTA HRTA JK HRTA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Courtesy of the National Economic Council (NEC), we visited...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo
We maintain our bullish forecasts on the CPO sector...
AGRI-RELATED Indonesia CPO Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
The Indonesian Association of Retailers (APRINDO) recently highlighted...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
The National Oceanic and Atmospheric Administration (NOAA) predicts...
FOOD AND BEVERAGE Indonesia FMCG Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
Historical El Niño episodes have weighed on Indonesia's growth...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
We hold a constructive view on the Indonesia oil & gas sector...
OIL AND GAS OR CHEMICALS Indonesia Oil and Gas Michael Wildon Ng Nizam Syafik
Indonesia's major banks — BBCA IJ, BMRI IJ, BRIS IJ, BBNI IJ and BBRI IJ...
BBRI has released its bank-only Jul-26 results...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
ASII's IDR8tn buyback started on...
AUTOS AND AUTO PARTS Astra International ASII ASII JK ASII IJ Jupriadi Tan David Tjahjadi Gerald Hugo
BBRI delivered strong 1H26 results, reporting...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
We compiled 2Q26 results across ~230 JCI companies...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
Tower leasing remains TOWR's core cash-generating business...
TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya