Macro and Flows Tracker - Glimpse of Recovery
We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates
388 Views
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
472 Views
Equity Snapshot: April 12, 2023
Aneka Tambang: Strong start to the year (ANTM.IJ IDR 2,110 BUY.TP IDR 3,500). ANTM has announced solid operational performance in January 2023.
458 Views
Thematic: Electric Vehicles
Ecosystem growth as the catalyst for Indonesian EV. EV sales in China have led the EV market growth. BYD and Tesla drive the EV ecosystem.
731 Views
Aneka Tambang (ANTM.IJ) - Limited Potential Earnings Impact from Freeport Supply Disruption
espite lingering uncertainty on timing and resolution of PTFI supply, our sensitivity analysis sees limited 2.1-5.7% impact on FY26 earnings.
322 Views