consumer – Equity Indonesia

Home
Shares
- IPO
- Energy
- Petrochemical
- Infrastructure
- Consumer
- Mining
- Property
Property
- Apartment
- Housing
Tips

Please disable Ad Blocker before you can visit the website !!!

Home
Shares
- IPO
- Energy
- Petrochemical
- Infrastructure
- Consumer
- Mining
- Property
Property
- Apartment
- Housing
Tips

Category: consumerHome

Food Security

by author · October 27, 2023

There is general belief that economic growth means improved welfare, as long as the inflation is under control. The latest inflation data shows a decline overall, which is encouraging. Source: bps.go.id As for food (soft commodities), the inflation figure does not differ much, i.e. at 2,51% YoY. Food is a necessity, no argue about that. Good GDP, account ...

Tailwinds for Exports

by author · November 26, 2022

Compared to other emerging economies’ currencies, the IDR has not weakened as much against the USD. source: Nikkei Asia On the bright side, a weakening local currency tends to improve profitability of Exporters. So, which exporting Companies might be the beneficiaries? Take WOOD for instance. Foreign exchange gain alone pushed up its profits by IDR 34 billion in ...

Riding on the Tech Sector

by author · November 22, 2022

Valuation of Tech Companies has been largely decimated by the fear of recession and inflation. Some are even down by 80% from their peaks. Most of these Companies were once valued at PER & PBV of thousands (compare to conventional valuation PER of 10 and PBV of 1). Now, the reality sets in. Funding is no ...

The Allure of Banking Business

by author · August 9, 2022

Post 1997-1998 Asian financial crisis, the country has solidified its position as a rising economy. Even during the 2008-2009 global downturn, it still managed to keep its GDP growth quite stably. Source: Worldbank One reason could be due to the strength of its banking system. Compared to other countries, interest rate spread (2021) between lending rate and ...

Low PE Stocks

by author · May 24, 2022

In the ideal stock market world, stock price and value should balance out. For savvy Investors, the time spent on research etc. is meant to look for this imbalance. It can be a challenging task, especially when the IHSG index reached all-time high recently. Well, the Q1 2022 reports have exposed some of these stocks. There is no certainty ...

2021 High Flyers

by author · April 27, 2022

Year 2021 could be remembered as the benchmark for economic recovery. The country has emerged strongly from the tip of recession into enviable growth of 3.69%. The IHSG index has reached all time high as of April 2022; thanks to increasing number of investors, companies’ performance, and foreign investment inflows. Several top performing Companies in 2021: ABM Investama ...

GOTO IPO

by author · March 18, 2022

Finally, the most anticipated blockbuster IPO is coming to realization. Yet, the timing of GoTo IPO couldn’t be more challenging. Some global tech stocks’ prices have plummeted from their peaks recently (e.g. Grab, Sea Group, Bukalapak). There are several reasons for optimism, however. Market Leader Winner takes all, as the saying goes. GoTo is the market leader in the ...

Q3/2021 Stock Overview

by author · November 24, 2021

Reporting season Q3 2021 has produced some surprising results. Several stocks have been performing very well with record revenue and profits. Manufacturing sector (e.g. INKP) has once again shown resilience surfing through the pandemic. Those with diversified assets (e.g. SRTG and HRUM) might strongly overperform in the future. Disclaimer: NOT FINANCIAL / INVESTMENT ADVICE. This article is ...

Quote of the Day

”Know what you own, and know why you own it.” Peter Lynch