PT Astra Otoparts Tbk (AUTO IJ) - Riding Steady Through Market Cycles
AUTO recorded total revenue of IDR9.6 trillion in 1H25, growing +4.2% YoY, in line with our and consensus estimates at 48.6% and 48.1% of FY25...
138 Views
AUTO IJ - Balancing Domestic Slowdown with Export Growth and Diversification
AUTO reported total revenue of IDR19.1tn in FY24, reflecting a modest increase of 2.3% YoY, in line with our/consensus estimates at 99.5%/99.6%.
422 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
672 Views
IDX30/​​LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
702 Views
A New Era for Jardine Matheson: An Under-The-Radar Transformation.
After Ben Keswick took over Jardine Matheson, the company has slowly transitioned away from being an owner-operator to more of a portfolio manager.
934 Views