Stock Call
PT Unicharm Indonesia Tbk. (UCID.IJ, Fair Value: IDR 1,800)
6 MARET 2020
INVESTMENT THESIS Market
Leader. UCID is a market leader in Indonesia in diapers and feminine
care products, dominating the markets by 49.8% in baby diapers segment, 42.1%
in feminine care segment and 46% in adult diapers segment in 2018.
Growing
Market Supported by Huge Populat...
Stock Call
Stock Call PT. Steel Pipe Industry of Indonesia Tbk. (ISSP.IJ TP IDR 370) Back For Good
16 OKTOBER 2019
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Stock Call
PT. Envy Technologies Indonesia Tbk. (ENVY.IJ ; TP: IDR 3,200)
25 SEPTEMBER 2019
In Growth We Trust INVESTMENT THESIS
Start Up Acquisition . The main positive catalyst from ENVY is changing the
business model to the Technology Ventures Company by acquiring a number of
start-ups such as KO-IN, WOWBid and CARKliik.Growing Internet Access Availibility. The ease and in...
Stock Call
PT Mitra Keluarga Karyasehat Tbk. (MIKA.IJ, TP : IDR 2,300)
12 JUNI 2019
Look the Picture of Health
We are initiating on Mitra Keluarga Karyasehat
(MIKA) with a Buy rating and price target of IDR 2,300, implying +17.9% upside
from current levels. We see that the upside is led by combination of 1)
solid performance 2) further expansion plan and 3) attractive growth
...
Stock Call
PT Ciputra Development Tbk. (CTRA.IJ, TP : IDR 1,200)
10 JUNI 2019
Investment Thesis Likely to Enjoy More Benefit from New Infrastructures. Recent years, Greater Jakarta Area has enjoyed new infrastructure projects. In Greater Jakarta Area, CTRA has several project portfolio that located nearby the new infrastructure projects. Located on the strategic area, C...
Stock Call
PT Dewata Freight International Tbk. (DEAL.IJ, TP: IDR 935)
26 DESEMBER 2018
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Stock Call
PT Kapuas Prima Coal Tbk (ZINC.IJ, TP: IDR 2,700)
16 OKTOBER 2018
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