Company Focus

22 November 2018

AUTOMOTIVE SECTOR UPDATE 22.11.2018

Who Will Win The Race?   Unexpected Position from Newcomers in LMPV…the increasing competition of 4W manufacturers in the LMPV segment...

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22 November 2018

PROPERTY SECTOR UPDATE 22.11.2018

Expected Trajectory, Still Down!   9M18 Results: Mixed Earnings, BSDE and ASRI Affected by FX LossesWe note developers under our coverage have...

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16 November 2018

CEMENT SECTOR UPDATE 16.11.2018

Margin Concerns   PSN of Road Sector Stimulates Bulk Consumption Cement producers booked positive revenue growth, with increasing sales...

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16 November 2018

BANKING SECTOR UPDATE 15.11.2018

Headwind From The Hawkish   Highlight of 9M18 Results: In-Line with EstimationsAs we see from 9M18 results, our banks universe (BBCA, BBNI,...

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15 November 2018

CONSUMER SECTOR UPDATE 15.11.18

Waiting for the Harvest   3Q18 Results: Slow but Sure! Household consumption, which contributed 55.26% to total GDP in 3Q18, grew by 5.01%...

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18 Oktober 2018

PLANTATION SECTOR UPDATE 18.10.2018

NEVER TOO EARLY Industry Has Started to Show Recovery Indonesian palm oil production recorded a growth of 14.17% YoY to 4.28 million tons in 7M18....

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06 November 2018

CONSTRUCTION SECTOR UPDATE 06112018

Serene, Until The Moment is Back   3Q18 Result: Positive Performance, while New Contracts still Below Target The construction players...

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31 Oktober 2018

TELECOMMUNICATION SECTOR UPDATE

Paving the Way for Better Performance   Short-Term Shock Ensures Healthier Competition EnvironmentFollowing the end of the SIM card...

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31 Oktober 2018

PLANTATION SECTOR UPDATE

Never too Early   Industry Has Started to Show RecoveryIndonesian palm oil production recorded a growth of 14.17% YoY to 4.28 million tons in...

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09 Juli 2018

METAL MINING SECTOR UPDATE

On the Luck in the Metal 1Q18 Revenue growth of metal mining companies supported by higher prices for nickel and tin ANTM booked significant 1Q18...

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