Primer: Erajaya Swasembada (ERAA IJ) - May 2026
Dominant Market Leader Expanding into New Growth Verticals: Erajaya is the largest and most trusted distributor and retailer of mobile devices...
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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...
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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...
735 Views
LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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Erajaya (ERAA IJ) - A Rising Retail Star
Erajaya has also seen a strong performance from its IoT, active, and F&B verticals, with Chagee its latest launch. Erajaya is increasingly being...
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