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Company Update

06 Januari 2023

Metal Mining Sectoral Update January 6, 2023

Metal Commodities in Turmoil, Prospective over the Long Haul Key Takeaways:• Going into 2023, we foresee that metal prices are projected to fall.....

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05 Januari 2023

Healthcare Sectoral Update January 05, 2023

Tackling Headwinds with New Policy Key Takeaways:•This year, the government aims to regulate the implementation of the new BPJS premium rate. We.....

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02 Januari 2023

Property Sectoral Update January 02, 2023

Walking in Moderate Pace   Key Takeaways: • As the mortgage rate has gotten close to 8%, higher interest rates limit the companies'.....

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29 Desember 2022

Consumer Sector Update December 29, 2022

Poised to Enjoy FY23 Key Takeaways:• Despite higher inflation, we believe consumer sectors should remain resilient through the rest of the year,.....

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28 Desember 2022

Coal Sector Update December 27, 2022

Bullish in the Short-Term, Cautious in the Long-TermKey Takeaways:• We foresee that global coal demand will be primarily driven by China, India,.....

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23 Desember 2022

Oil & Gas Sector Update December 23, 2022

Exploring Resources beneath the Archipelago Key Takeaways:• With the easing of China’s zero-covid policy and OPEC+ production cut by 2.....

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22 Desember 2022

Automotive Sector Update December 16, 2022

Welcoming Indonesia’s EV Incentives Plan Key Takeaways:• The government plans to finalize its subsidy schemes amounting ~IDR8mn (~USD515).....

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16 Desember 2022

Construction Sector Update December 16, 2022

Indecisiveness as Risks Come Back Into Focus Key Takeaways:• Construction sector is one of the sectors that has been moving quiet slowly.....

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12 Desember 2022

Banking Sector Update December 12, 2022

Lean on Lagging Giant Key Takeaways:• IDX Finance has underperformed JCI despite large cap banks share price significant appreciation, this was.....

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09 Desember 2022

HRTA IJ - MNCS Initiate Report December 9, 2022

Discovering Hidden Treasure Key Takeaways: • PT Hartadinata Abadi Tbk (HRTA IJ) is a well-known gold jeweler in Indonesia engaged in.....

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