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Indonesia Selamat Pagi!
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Indonesia Selamat Pagi!
Bottom-up Indonesia Insights
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bullish
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Thematic (Sector/Industry)
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07 Dec 2025 08:30
APAC Healthcare Weekly (December 7) – Simcere, Kelun Bio, Samsung Biologics, Daiichi Sankyo, Biocon
Simcere stuck license pact with Vigonvita. Kelun Bio inked partnership with Crescent Biopharma. Samsung Biologics is acquiring land for third...
Tina Banerjee
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164 Views
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bullish
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Indoritel Makmur Internasional
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06 Dec 2025 06:45
Primer: Indoritel Makmur Internasional (DNET IJ) - Dec 2025
Indoritel Makmur Internasional (DNET) is a strategic investment holding company providing unique exposure to Indonesia's burgeoning consumer...
αSK
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203 Views
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bullish
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Bank Negara Indonesia Persero
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05 Dec 2025 16:20
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Broker
Bank Negara Indonesia (BBNI.IJ) Cautious View on NIM Despite Cost of Fund Improvements
We forecast a modest net profit growth of 1.8% yoy in FY26F on lower NIM, driven by softer EA yield amid lower rate and tight competition.
BRI Danareksa Research
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277 Views
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bullish
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Impack Pratama Industri Tbk
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05 Dec 2025 15:47
Primer: Impack Pratama Industri Tbk (IMPC IJ) - Dec 2025
Dominant Market Leader with Strong Growth: Impack Pratama is a clear leader in the Indonesian plastic building materials sector, holding an...
αSK
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293 Views
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bullish
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Wintermar Offshore Marine
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05 Dec 2025 11:39
Primer: Wintermar Offshore Marine (WINS IJ) - Dec 2025
Wintermar is strategically positioned to capitalize on the offshore support vessel (OSV) industry upcycle, driven by rising charter rates and...
αSK
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308 Views
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