Indonesia Retailers - When growth starts paying back
JW SH NY SCIndonesia's listed retailers are arguably in their healthiest...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
-
Indonesia Retailers - 2Q26F preview
JW SH NY SCWe expect 2Q26F same-store sales growth (SSSG)...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Indonesia Retailers - Revisiting the Walmart playbook
JW SH NY SCWe examined Walmart's (WMT US, Not rated) same-store...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Siloam International Hospitals (SILO IJ) (Buy) - Stronger governance boosts long-term value
JW SH NY SCSiloam International Hospitals’ 1Q26 revenue...
HEALTH CARE AND PHARMACEUTICALS Siloam International Hospitals SILO SILO JK SILO IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Medikaloka Hermina (HEAL IJ) (Buy) - Short-term volume pressure still lingering
JW SH NY SCEarlier festive timing and tighter BPJS....
HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Mitra Keluarga Karyasehat (MIKA IJ) (Buy) - Better mix and better margins ahead
JW SH NY SCMitra’s 1Q26 revenue came in softer than...
HEALTH CARE AND PHARMACEUTICALS Mitra Keluarga Karyasehat MIKA MIKA JK MIKA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Defensive strength on display
JW SH NY SCAMRT delivered a solid performance, with topline and...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Indonesia Retailers - Pulled-forward demand supports 1Q26
JW SH NY SCRetailers generally booked strong 1Q26 SSSG...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Midi Utama Indonesia (MIDI IJ) (Buy) - Strong start to the year
JW SH NY SCMIDI posted a strong start to the year, with Alfamidi-only...
RETAIL Midi Utama Indonesia MIDI JK MIDI IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Indonesia Retailers - Strong profits, soft demand
JW SH NY SCRetailers delivered mediocre same-store sales growth (SSSG) in 4Q25...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Map Aktif Adiperkasa (MAPA IJ) (Buy) - Executing well despite a tough backdrop
JW SH NY SCMAPA delivered very strong earnings growth in 4Q25...
RETAIL Map Aktif Adiperkasa MAPA MAPA JK MAPA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Mitra Adiperkasa (MAPI IJ) (Buy) - Holding up for now
JW SH NY SCMAPI delivered strong 4Q25 earnings growth...
RETAIL Mitra Adiperkasa MAPI MAPI JK MAPI IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Erajaya Swasembada (ERAA IJ) (Buy) - Execution in focus as growth normalizes
JW SH NY SCERAA delivered strong earnings growth in 4Q25...
RETAIL Erajaya Swasembada ERAA ERAA JK ERAA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Resilient amidst challenges
JW SH NY SCAMRT delivered strong earnings growth in 4Q25...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Midi Utama Indonesia (MIDI IJ) (Buy) - Recovery underway, growth to follow
JW SH NY SCMIDI delivered strong earnings growth in 4Q25...
RETAIL Midi Utama Indonesia MIDI MIDI JK MIDI IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian