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Company Update

12 Desember 2023

WEGE IJ - MNC Sekuritas Equity Report December 12, 2023

BIM Technology: New Airport, New Milestone Key Takeaways :▪️ We took part in a site visit in November 15, 2023, sightseeing WEGE’s latest.....

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11 Desember 2023

Plantation Sectoral Update December 11, 2023

Anticipating 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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08 Desember 2023

Healthcare Sectoral Update December 8, 2023

Accommodative policy to Cushion against Headwinds Key Takeaways:▪️ The government has yet to implement the standard inpatient class (KRIS).....

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05 Desember 2023

Retail Sectoral Update December 5, 2023

Mid-High Resilience and Strategic Shifts to Propel Growth Key Takeaways:▪️ We expect that mid-high retailers remain upbeat in FY24F, we notice.....

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04 Desember 2023

Coal Mining Sectoral Update December 04, 2023

In Search of Coal Players’ Afterparty Key Takeaways:▪️ As of Nov-23, Indonesian coal industry's activity grew strong; output grew.....

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28 November 2023

Cement Sectoral Update November 28, 2023

Awaiting Decisive Catalyst to Push Through Looming Headwinds Key Takeaways:▪️ Currently, the overall sales are bolstered by the strong demand.....

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23 November 2023

HMSP IJ - MNC Sekuritas Equity Report November 23, 2023

Gearing 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.....

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22 November 2023

Property Sectoral Update November 22, 2023

Time for the long-awaited upswing Key Takeaways:▪️ The government has officially announced the extension of their value added tax incentive.....

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22 November 2023

Automotive Sectoral Update November 22, 2023

A Closer Look at the Dynamics of EV competition Key Takeaways:▪️ Toyota has put into plan the unveiling of their 10 EV models which they have.....

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17 November 2023

PGEO IJ - MNC Sekuritas Equity Report November 17, 2023

Untapping the Heat Beneath Our Feet Key Takeaways :▪️ PGEO faces strong growth impetus from the green-transition momentum, being directly.....

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