Walking in Moderate Pace Key Takeaways: • As the mortgage rate has gotten close to 8%, higher interest rates limit the companies'...
Read MorePoised to Enjoy FY23 Key Takeaways:• Despite higher inflation, we believe consumer sectors should remain resilient through the rest of the year,...
Read MoreBullish in the Short-Term, Cautious in the Long-TermKey Takeaways:• We foresee that global coal demand will be primarily driven by China, India,...
Read MoreExploring Resources beneath the Archipelago Key Takeaways:• With the easing of China’s zero-covid policy and OPEC+ production cut by 2...
Read MoreWelcoming Indonesia’s EV Incentives Plan Key Takeaways:• The government plans to finalize its subsidy schemes amounting ~IDR8mn (~USD515)...
Read MoreIndecisiveness as Risks Come Back Into Focus Key Takeaways:• Construction sector is one of the sectors that has been moving quiet slowly...
Read MoreLean on Lagging Giant Key Takeaways:• IDX Finance has underperformed JCI despite large cap banks share price significant appreciation, this was...
Read MoreDiscovering Hidden Treasure Key Takeaways: • PT Hartadinata Abadi Tbk (HRTA IJ) is a well-known gold jeweler in Indonesia engaged in...
Read MoreCautiously Optimistic Onward Key Takeaways:• Retail companies in our coverages have been showing recoveries. In 9M22, the aggregate revenue and...
Read MoreOne Giant Leap for Connectivity Key Takeaways• Several operators have spent majority of their FY22E capex for the development of FMC, such...
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