MS-Indonesia Index Earning Revision (Jan): XL Axiata, Telkom Indonesia, Vale Indonesia
We analyzed MS-Indonesia's consensus for Jan 2026 and highlighted changes of EPS in XL Axiata (EXCL IJ), Telkom Indonesia (Persero) (TLKM IJ), Vale...
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Aequitas 2026 Asia IPO Pipeline - ASEAN, Australia, ADR
In this note, we will take a look at the Asia Pacific IPO pipeline for 2026, at all remaining regions, including Asia linked ADRs
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MS-Indonesia Index Earning Revision (Dec): Indo Tambangraya Megah, Bumi Resources Minerals
We analyzed MS-Indonesia's consensus for Dec 2025 and highlighted changes of EPS in Indo Tambangraya Megah (ITMG IJ), Bumi Resources Minerals (BRMS...
240 Views
BSDE IJ - Solid Marketing Sales Offset Softer Earnings Amid Cost Pressures
BSDE reported revenue of IDR6.4 trillion in 1H25, representing a decline of 13.0% YoY (vs IDR7.3 trillion in 1H24), and achieving 49.4% and 50.6%...
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Bumi Serpong Damai (BSDE.IJ) Trimming Our FY25F/26F Net Profit By -34%/-25%
Maintain Buy with a lower TP of Rp1,450; BSDE is an attractive laggard play in the sector as thesis of well-connected township remains intact.
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