Berita

April official auto sales: Slowing 4W but improved 2W

Based on the sales figures released by Gaikindo (4W association) and AISI (2W association), April 4W sales growth slowed to 107k units, +5% y-y but -5% m-m, and 2W sales improved to 728k units, +11%...

1Q14 Result round-ups: The good, the bad & the ugly

  77 out of 88 stocks under our coverage (75% of total market capitalization of the IDX) have announced 1Q14 results thus far. In aggregate thus far, operating profit growth for our basket of...

3Q13 Corporate earnings: The good, the bad & the ugly

At this stage of cycle, it is clear that corporate earnings have become an important determinant of stock market performance.  Since 3Q13 results started to flow out on Thursday, 24 October,...

New Mortgage Regulation and its Implications

Speculators have caused property prices to skyrocket, alarming the authorities and leading to a set of new mortgage regulations, lowering Loan-to-Value (LTV) and limiting funding for undeveloped...

Bahana Securities Jalin Aliansi Bisnis dengan Daiwa Securities

JAKARTA, 9 OKTOBER 2013 - PT Bahana Securities, anak usaha PT Bahana Pembinaan Usaha Indonesia (Persero) di bidang perdagangan efek dan investment banking, menjalin aliansi bisnis dengan Daiwa...

The good, the bad & the ugly

3Q13 result season is just around the corner with BBNI being the first listed Indonesian company to schedule analyst meeting to discuss last quarter’s performance on 18 October next week.  Given...

Equity research: Enhancing local & foreign ties

Doing equity research is simply expensive. How expensive exactly?  According to our channel check, an Indonesian fresh university graduate without work experience could earn as much as USD2k per...

Tojiri Penyamak Kulit yang Ulet dari Garut

Di Kabupaten Garut, Jawa Barat, sedikitnya ada sekitar 400 usaha penyamakan kulit yang biasa digunakan sebagai bahan baku jaket, sepatu tas dan aksesori lain yang melekat di tubuh. Namun, tak...

Macro outlook: Uncertainties remain

On the external trade, the latest set of figures released by the government displayed continued unsettling volatilities for Indonesia.  July exports decelerated 6.1% y-y to USD15.1b on lower...