Leveraging capital to foster growth sustainably Key Takeaways :• BBRI net income contracted -16.2% QoQ in 4Q22 but still delivering +67.1% YoY...
Read MoreEraBlue : On-The-Ground Insight Key Takeaways :• We visited the EraBlue store located in Ciledug, Tangerang. PT Erablu Elektronik (store brand:...
Read MoreHOLD with upgraded TP to IDR10,500/share Key Takeaways : • BMRI's quarterly earnings in 4Q22 slightly unchanged, yet FY22 result beating...
Read MoreConsumer Cyclicals Sector Technical Analysis Top Picks: ACES, ERAA, LPPF, MAPI,...
Read MoreUpgrading to BUY on the possibility of margin expansion Key Takeaways : • BBCA's quarterly increase in net income (+8.0% QoQ) bringing...
Read MoreThe path to double digit growth Key Takeaways : • BBNI net profit jumped +68.0% YoY to IDR18.3tn in FY22 beating consensus estimate of...
Read MorePaving the Highway of Digital Footprint Key Takeaways• In 9M22, MSIN IJ booked a staggering rise in revenue of IDR2.91 tn (+121% YoY),...
Read MoreLow-Key View as Prices Moderate Key Takeaways:• China & India CPO imports tumbled -24.4/-10.7% YoY in 11M22, respectively, which...
Read MoreMetal Commodities in Turmoil, Prospective over the Long Haul Key Takeaways:• Going into 2023, we foresee that metal prices are projected to fall...
Read MoreTackling Headwinds with New Policy Key Takeaways:•This year, the government aims to regulate the implementation of the new BPJS premium rate. We...
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