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Company Update

06 Agustus 2024

BMRI IJ - MNC Sekuritas Equity Report August 6, 2024

Loan Growth Fuel Success, Guidance Upgraded Key Takeaways: ▪️ NPAT reached IDR13.8tn in 2Q24 (+9.0% QoQ/ +9.3% YoY), primarily driven by a.....

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02 Agustus 2024

TLKM IJ - MNC Sekuritas Equity Report August 2, 2024

Mid-Year Review: Challenges Persist, Target Updated Key Takeaways:▪️TLKM booked a revenue of IDR75.3trillion in 1H24 (+2.5% YoY), translating.....

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02 Agustus 2024

UNVR IJ - MNC Sekuritas Equity Report August 2, 2024

Trimmed FY24E/FY25F Figures as Cautious Outlook Remains Key Takeaways :▪️ UNVR reported revenue of IDR9.0 tn in 2Q24, or went down by -11.1%.....

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30 Juli 2024

SIDO IJ - MNC Sekuritas Equity Report July 30, 2024

Continued Underlying Momentum: La Nina 2H24 Key Takeaways :▪️ SIDO reported outstanding performance in 2Q24. 2Q24 net profit surged to.....

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26 Juli 2024

JSMR IJ - MNC Sekuritas Equity Report July 26, 2024

Profound Achievements and Asset Revamp: A Winning Combo Key Takeaways: ▪️Our projections on the operational revenue to climb by +15.1%/+12.8%.....

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26 Juli 2024

BBCA IJ - MNC Sekuritas Equity Report July 26, 2024

Stronger than Expected Loan Key Takeaways:▪️ Net profit reached IDR14tn in 2Q24, marking a 9% increase QoQ and bringing 1H24 NPAT to IDR26.9tn.....

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25 Juli 2024

MIKA IJ - MNC Sekuritas Equity Report July 25, 2024

1H24: Still In-line with Improvement Margin Key Takeaways:▪️MIKA recorded a revenue of IDR2.4tn in 1H24 (+19.7% YoY), reflecting 51.0%/50.2% of.....

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17 Juli 2024

STAA IJ - MNCS Initiate Report July 17, 2024

Opening New Milestones to Fuel Growth Key Takeaways :▪️ STAA is currently focused on three organic expansion agendas: 1) increasing the capacity.....

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11 Juli 2024

Property Sectoral Update July 11, 2024

The Dawn of a Promising Upsurge Key Takeaways :▪️ Residential sales grew by +31.2% YoY in 1Q24, meanwhile the ASP was relatively stable with.....

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05 Juli 2024

TOWR IJ - MNC Sekuritas Equity Report July 05, 2024

Unpacking TOWR’s Performance Metrics and Strategic Acquisition Key Takeaways:▪️In 1Q24, TOWR booked a revenue of IDR3.05trillion (+0.85%.....

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