DCI Indonesia (DCII IJ) - More Than a Concept
DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer...
291 Views
The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
304 Views
Bank Negara Indonesia (BBNI IJ) - The Bank Has Levers to Pull On
Bank Negara Indonesia booked strong growth in fee income and a reduction in provisions which helped to offset the margin squeeze. Valuations remain...
368 Views
IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some Stocks
The Indonesian indices rebalance at the close today and there will be multiple days of volume going through on some stocks.
747 Views
CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
283 Views