Indonesian Market Community
Our community narratives are driven by numbers and valuation.
Indonesian Investing Ideas
Global Weekly Picks
Unique One, Retail Sector, but Short Time Investmentnya Almost 2,5 kali Persediaan
Perhitungan model DCF saya menunjukkan nilai intrinsik RALS hanya sekitar Rp 280 per saham. Mengingat harga pasar saat ini di atas Rp 450, saham ini jelas overvalued berdasarkan fundamental jangka panjang.Read more
Makmur Berkah Amanda will boost earnings with future 7.92x potential
Catalysts 1️⃣ Are there any products or services that could move sales or earnings meaningfully? ✅ There are multiple growth drivers that can significantly move AMAN’s revenue and earnings trajectory: a.Read more
# 5 Undervalued Stocks Amid IHSG Decline
Mikirduit – The IHSG (Indonesian Composite Index) has fallen by 5.61 percent in the last 3 weeks. Foreign selling in the Chinese stock market has brought the IHSG back to a more reasonable position.Read more
Saham Bayu
1. Apakah ada produk atau layanan yang dapat secara signifikan meningkatkan penjualan atau pendapatan saham Bayu?Read more
Liquidity Support Measures Will Guide Next Phase Of Banking Sector Recovery
Key Takeaways Digital adoption and expanded SME focus are boosting deposit growth, loan expansion, and supporting higher earnings through cost efficiencies and improved digital engagement. Improved risk management, sustainability initiatives, and strong capital position are enhancing earnings stability and enabling growth in ESG-focused and corporate lending.Read more
Digital Transformation And MUFG Integration Will Expand Future Markets
Key Takeaways Aggressive digitalization and fintech partnerships aim to boost non-interest revenue and increase efficiency by capturing Indonesia's growing digital banking market. MUFG integration and SME lending expansion are set to diversify revenue streams, lower funding costs, and drive long-term profit growth.Read more
Declining Legacy Revenues And Heavy CapEx Will Impair Outlook
Key Takeaways Structural revenue and margin pressures from shrinking legacy businesses and intense regional competition threaten sustainable growth and profitability. Heavy capital spending amid limited new revenue traction and rising regulatory demands heightens financial risk, especially with mounting debt and volatile market dynamics.Read more
Management Changes And Improved Margins Will Drive Digital Connectivity Forward
Key Takeaways Strategic initiatives like group procurement and fixed-mobile convergence boost net margins, earnings, and long-term revenue growth. Expansion in digital connectivity and infrastructure, including data centers, enhances revenue potential and earnings with higher profit margins.Read more
Increasing EV Demand Will Boost Responsible Nickel Supply
Key Takeaways Rapid project advances, scalable ore sales, and operational flexibility position Vale Indonesia for outperformance in revenue and margin growth. Strong ESG credentials and cost optimization enhance earning resilience and premium supply opportunities amid global decarbonization trends.Read more
