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17 Februari 2021

Automotive Sector Update - 17 February 2021

AUTOMOTIVE SECTOR UPDATE   Tax Incentive Fueling Up Car Sales   The Government Approved at Last!  The Government finally...

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17 Februari 2021

Property Sector Update - 17 February 2021

PROPERTY SECTOR UPDATE   Indonesian Property Forced to Redefine its Business   Residential Segment Going Up, Albeit Slowly BSDE,...

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09 Februari 2021

Automotive Sector Update - 09 February 2021

AUTOMOTIVE SECTOR UPDATE   Awaiting The Jumbo Stimulus   Sluggish Car Sales due to High Cash Demand  Total domestic car...

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08 Februari 2021

Coal Mining Sector Update - 08 February 2021

COAL MINING SECTOR UPDATE   When the Party’s Over   Winter-Driven Price  Coal price has soared in late FY20 and early...

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02 Februari 2021

Sectoral Scope Wave - Metal Mining

Jakarta Mining Sector Technical Analysis  Top Picks: ANTM, HRUM, INCO, MDKA, PSAB, UNTR Disclaimer...

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28 Januari 2021

Plantation Sector Update 28 January 2021

PLANTATION SECTOR UPDATE   Surfing the Storm   Bad Weather, Good Price CPO might seem to be declining earlier this year reaching...

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26 Januari 2021

Banking Sector Update 26 January 2021

BANKING SECTOR UPDATES   A Gradual Recovery: Indo Banks will regain its stride in 2021   FY20E performance may have broadly bottomed...

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21 Januari 2021

Construction Sector Update 21 January 2021

CONSTRUCTION SECTOR UPDATE   In the Sweet Spot   New Contract Target Revised Down during Covid-19  The realization of new...

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18 Januari 2021

Metal Mining Sector Update 18 January 2021

METAL MINING SECTOR UPDATE   Riding the Blue Wave   Gold is Still Precious, But Nickel Starts to Outshone it  Gold might be the...

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18 Januari 2021

MNCS Investment Strategy 18 January 2021

Recovery Story After the Big Reset Investment Highlight: The investment theme of “Recovery Story after The Big Reset” reviews the...

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