Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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Adaro Energy (ADRO IJ) Buyback - A Decent Chunk of 1 Year ADV
Adaro Energy (ADRO IJ)Â just announced another buyback. This should have some decent impact, and the stock is a bit cheap to similar-sized peers.
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JCNC Is Still Overstretched Vs. Astra
JCNC is expensive here - relative to historical values -Â and from an implied stub perspective. And the MSCI inclusion event has now passed. I'd...
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Coal: Demand Outlook Remains Soft, Though Seasonal Price Strength Still in Play (NEUTRAL)
Weak demand is partly balanced by constrained Indonesia’s production; government’s plan to cap 2026 production should be viewed positively.
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Macro Strategy: 2026: Reassessing the Investment Cycle
Manufacturing-led FDI now anchors investment growth, lifting GFCF and widening regional benefit with Ex-Java areas benefiting the most.
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