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    Tag: consumerHome

    Q1 Soft Landing

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    by author   ·  May 23, 2025  

    One measure of a healthy economy is when Businesses are doing well. Despite challenges arising from weakening global economy and trade war, local Companies perform solid as ever.   Let’s take a snapshot from the Q1 results of LQ45 Companies.   Basic Materials With the exception of AMMN and SMGR, most Basic Materials Companies have performed strongly relative to Q1 ...

    Tailwinds for Exports

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    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

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    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

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    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 ...

    2021 High Flyers

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    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

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    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 ...

    Aboard Mid-Cap Stocks

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    by author   ·  July 21, 2021  

    Growth. It is often not found in Blue Chip stocks that have reached maturity level in its business. Neither it is found in Small Cap stocks that lack in capital and are unable to secure loans.   Mid Cap stocks can offer the growth potential at double digit. They are the ones that have proven business model, ...

    Thriving in the Downturns

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    by author   ·  May 24, 2021  

    Share market downturns (declines) are inevitable. Free market will always have ups and downs.   Sometimes downturns can be prolonged for 1-3 years. However, most of the times they happen within short periods (few days or weeks) due to market sentiments or correction from overshoots.   As such, several strategies can be deployed: 1. Hedging Hedging position does not have to ...

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

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