Solid 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%...
Read MoreAccommodative policy to Cushion against Headwinds Key Takeaways:▪️ The government has yet to implement the standard inpatient class (KRIS)...
Read MoreMid-High Resilience and Strategic Shifts to Propel Growth Key Takeaways:▪️ We expect that mid-high retailers remain upbeat in FY24F, we notice...
Read MoreIn Search of Coal Players’ Afterparty Key Takeaways:▪️ As of Nov-23, Indonesian coal industry's activity grew strong; output grew...
Read MoreAwaiting Decisive Catalyst to Push Through Looming Headwinds Key Takeaways:▪️ Currently, the overall sales are bolstered by the strong demand...
Read MoreGearing Up into FY24F Key Takeaways :▪️ 3Q23 net profit came at IDR2.5tn, up +54.4% QoQ/+32.4% YoY, leading to 9M23 net profit of IDR6.2tn...
Read MoreTime for the long-awaited upswing Key Takeaways:▪️ The government has officially announced the extension of their value added tax incentive...
Read More
