External broker reports(aggregated public sources), MNC Sekuritas

MNC Sekuritas

MNC Sekuritas, the first wholly-owned subsidiary established by the Group back in 1989, provides a complete range of services, from equity, fixed income, investment banking to providing research to optimize clients’ investments. Thus far, the company has more than 140 points of sales with over 100,000 clients. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>The noodles segment remained the largest revenue contributor in 1Q25, generating IDR14.5 tn (+1.5% YoY), accounting for 71.9% of total turnover in 1Q25.</li><li>Domestic sales in 1Q25 were relatively flat at +0.5% YoY, reaching IDR14.7 tn (vs IDR14.6 tn in 1Q24), supported by volume growth and an ASP increase of ~3% YoY (IDR100/pack) implemented in mid Feb-25.</li><li>Meanwhile, overseas sales in 1Q25 grew +3.6% YoY to IDR5.5 tn (vs IDR5.3 tn in 1Q24), driven by a volume increase in 1Q25. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The noodles segment remained the largest revenue contributor in 1Q25, generating IDR14.5 tn (+1.5% YoY), accounting for 71.9% of total turnover in 1Q25.Domestic sales in 1Q25 were relatively flat at +0.5% YoY, reaching IDR14.7 tn (vs IDR14.6 tn in 1Q24), supported by volume growth and an ASP increase of ~3% YoY (IDR100/pack) implemented in mid Feb-25.Meanwhile, overseas sales in 1Q25 grew +3.6% YoY to IDR5.5 tn (vs IDR5.3 tn in 1Q24), driven by a volume increase in 1Q25. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ICBP IJ - Resilient Earnings Amid Mixed Volume Trends in 1Q25

Indofood CBP Sukses

ICBP IJ - Resilient Earnings Amid Mixed Volume Trends in 1Q25