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
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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
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Indonesia Poultry - Potential rise in DOC GPS import quota a m-term earnings risk
JW SH NY SCWhile the government’s proposed increase in day-old-chick (DOC)...
CONSUMER RELATED Indonesia Poultry Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Daya Intiguna Yasa (MDIY IJ) (Buy) - Unlocking the archipelago
JW SH NY SCOur analysis suggests that only a few retailers have...
RETAIL Daya Intiguna Yasa MDIY MDIY JK MDIY IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Sumber Alfaria Trijaya (AMRT IJ) (Buy) - Downtrading wave strengthens
JW SH NY SCIndonesia’s mini-market y-y sales growth came in...
CONSUMER RELATED Sumber Alfaria Trijaya AMRT AMRT JK AMRT IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
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Indonesia Retailers - 3Q25 review: Lackluster quarter, as expected
JW SH NY SCIn our 3Q25F earnings preview of 13 October...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian