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Company Update

11 Agustus 2022

BSDE IJ - MNC Sekuritas Equity Report August 11, 2022

Good Result On Marketing Sales, Yet Challenging Bottom-Line Marketing Sales Reached 61% in 1H22• BSDE IJ recorded a marketing sales growth.....

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05 Agustus 2022

SIDO IJ - MNC Sekuritas Equity Report August 5, 2022

Unexpectedly Declined 1H22: Surprisingly Upset, Below Estimate• SIDO IJ booked a revenue of IDR1.61tn in 1H22, dropped -2.58% YoY (vs.....

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05 Agustus 2022

TLKM IJ - MNC Sekuritas Equity Report August 5, 2022

Better Results Amidst Inflation Risk Stagnant Revenue with Mobile Data Price HikeTLKM booked a revenue of IDR36.78tn in 2Q22 (+3.49% YoY),.....

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02 Agustus 2022

BMRI IJ - MNC Sekuritas Equity Report August 2, 2022

Earnings Jump Beating Consensus, Upgrading Our TP 2Q22 earning beat consensus estimateBMRI recorded a net profit of IDR10.2tn (+1.5% QoQ/+54.6%.....

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01 Agustus 2022

Property Sector Update August 1, 2022

Steady, with an Eye on BI Policy Shifts What happened to the Property Sector?The movement of JCI that strengthened ~5.5% YTD (as of 27-July) was.....

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01 Agustus 2022

BBCA IJ - MNC Sekuritas Equity Report August 1, 2022

Accelerated Loan Growth Drove Earnings, yet In-line with Our Estimate 2Q22 performance was in-line with our expectationBBCA booked a net profit.....

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28 Juli 2022

PGAS IJ - MNC Sekuritas Equity Report July 28, 2022

Mapping PGAS Expansion Margins Grew Strong Beating the EstimatesPGAS IJ posted revenue of USD836.92 mn (+14.15% YoY) in 1Q22, in-line with our.....

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28 Juli 2022

BBRI IJ - MNC Sekuritas Equity Report July 28, 2022

A Combination of Yield Improvement & Low Cost Funding Strategy 2Q22 performance was in-line with our expectationBBRI managed to post a net.....

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25 Juli 2022

ARTO IJ - MNC Sekuritas Equity Report July 25, 2022

A More Normalized NPL amidst Aggressive Loan Growth 2Q22 : earnings missed our expectation due to surging provisioning expense...Bank Jago.....

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27 Juli 2022

KPIG IJ - MNC Sekuritas Equity Report July 27, 2022

New Portfolio Added; Strengthening its Position 1Q22: Revenue Maintained Double Digit Growth• KPIG IJ booked a revenue in 1Q22 of.....

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