Escalating FY23 Marketing Sales Followed with Moderate FY24E Key Takeaways:▪️ In FY23, BSDE achieved marketing sales of IDR9.5tn reflecting 108%...
Read MoreBulking up volume as the chip shortage has diminished Key Takeaways :▪️ We anticipate that the chip shortage has subsided and will begin...
Read MoreSolid Operating Result in FY23 Key Takeaways:▪️Net profit reached IDR48.6tn (+19.4% YoY), in line with our & consensus' target; due to...
Read MoreVenturing Into the Unknown for the Days Ahead Key Takeaways:▪️Brent crude oil prices shrugged by -17.7% YoY USD78.1/bbl in Nov-23 due to rising...
Read MoreStrategic Corporate Actions Boom Key Takeaways:▪️ The Analog Switch Off (ASO) implementation has freed up the golden 700 MHz frequency spectrum...
Read MoreHighway for Precious Metals; Base Metals to be Left Behind Key Takeaways:▪️ The market’s recent hoarding towards US treasuries as the...
Read MoreSolid Earnings on the Cards Amid Challenges Key Takeaways:▪️The national banking system faces ongoing liquidity constraints expected to extend...
Read MoreCautious Steps Ahead as Threat Remains Intact Key Takeaways:▪ We see downside risk to come from food staples prices hike in 4Q23 and potentially...
Read MoreBIM Technology: New Airport, New Milestone Key Takeaways :▪️ We took part in a site visit in November 15, 2023, sightseeing WEGE’s latest...
Read MoreAnticipating an El Nino-Fueled Rally Key Takeaways:▪️ NOAA's latest assessment of the SST trends in the Nino-3.4 region portends a >55%...
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