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Company Update

29 Mei 2024

ERAA IJ - MNC Sekuritas Equity Report May 29, 2024

Poised to Enjoy Handset Volume Growth Key Takeaways:▪️ ERAA started FY24E on a positive note, with 1Q24 revenue rising by +12.6% YoY to IDR16.6.....

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28 Mei 2024

Healthcare Sectoral Update May 28, 2024

KRIS Implementation: Enabling the A-Game within the Industry Key Takeaways :▪️ The Indonesian government, through Presidential Decree No.59.....

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22 Mei 2024

Oil and Gas Sectoral Update May 21, 2024

Fragile Recovery: Not Out of the Red Yet Key Takeaways: ▪️World oil prices have been showing enhancement, with Brent/WTI growing at +9.7%/+12.4%.....

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21 Mei 2024

Consumer Staples Sectoral Update May 21, 2024

Pressures Continue to Linger Key Takeaways :▪️Despite the regained volume since the end of last year, consumers continue to maintain overall.....

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17 Mei 2024

Banking Sectoral Update Mei 17, 2024

Steady Loan Growth Amidst External Headwinds Key Takeaways:▪️The national banking system sustained robust loan expansion, 12.4% YoY increase in.....

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15 Mei 2024

TLKM IJ - MNC Sekuritas Equity Report May 15, 2024

Weathering The Storm: Positive Outlook Remains Perceptible Key Takeaways:▪️ Starlink’s arrival in Indonesia with VSAT (Very-Small-Aperture.....

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13 Mei 2024

HMSP IJ - MNC Sekuritas Equity Report May 13, 2024

2024 Off To A Good Start Key Takeaways :▪️HMSP delivered a 1Q24 performance that was mostly in-line with our estimates. 1Q24 revenue came in at.....

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03 Mei 2024

UNVR IJ - MNC Sekuritas Equity Report May 3, 2024

Drawing Breath; a Short Time Key Takeaways :▪️UNVR delivered a strong rebound in net profit of +136.7% QoQ/+3.1% YoY to IDR1.4 tn in 1Q24. 1Q24.....

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19 April 2024

MIKA IJ - MNC Sekuritas Equity Report April 19, 2024

Expecting A Greater Performance in FY24E Key Takeaways :▪️MIKA booked a revenue of IDR4.3tn in FY23, reflecting a growth of 5.3% YoY. The gross.....

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04 April 2024

EXCL IJ - MNC Sekuritas Equity Report April 4, 2024

FY23’s Achievement Hit Home, to Continue with Modesty in FY24E Key Takeaways:▪️EXCL’s performance in FY23 met MNCS/Consensus.....

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