A Biting Year Ahead Key Takeaways :▪️ Based on our channel checks, tobacco companies under our coverage were relatively slow in adjusting ASPs.....
Read MoreEXCL’s 1H24 Performance: Keeping the Ball Rolling Key Takeaways:▪️EXCL posted revenue of IDR8.6 tn in 2Q24, up +2.1% QoQ/+4.8% YoY or.....
Read MoreBBNI's Mixed Bag, a Tale of Two Halves Key Takeaways:▪️Net profit grew by +3.2% YoY in 7M24, driven by lower credit costs and strong.....
Read MoreMore Focus On Residential and Shop-house Key Takeaways :▪️ BSDE recorded revenues of IDR7.3tn in 1H24 or grew by 67.9% YoY (vs IDR5.0tn in 1H23)......
Read More7M24 SSSG Remained Solid; Signs of Spending Power Recovery Key Takeaways :▪️ 2Q24 net profit was booked at IDR160.9 bn (-21.4% QoQ/+11.7% YoY),.....
Read MoreSite Visit Impression and Earnings uplift Key Takeaways :▪️ JPFA continued to deliver stellar performance, with 1H24 net profit reaching IDR1.5.....
Read MoreVibrant Growth and Innovation – What to Expect Next Key Takeaways:▪️MTEL booked a revenue of IDR4.45 tn in 1H24 (+7.75% YoY), reflecting to.....
Read MoreWaiting for Positive Catalysts in 2H24Key Takeaways :▪️ ASII booked IDR160.0tn revenue in 1H24, decreasing by -1.5% YoY and representing.....
Read MoreHandset Volume On-track; High Leverage Diminishing Earnings Projection Key Takeaways :▪️ ERAA reported handset sales volume of 5.8 mn units in.....
Read More1H24 Results: Digitalization Leading to Expansive Margins Key Takeaways: ▪️In 1H24, HEAL booked a revenue of IDR3.3tn, growing by 24.3% YoY (vs.....
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