Insights

Ideas, analysis & perspective.

Market commentary, investor-relations best practice, and capital-markets guides for Indonesia's public companies.

Daily News Highlights: Energy & Commodities Daily News Highlights Daily News Highlights: Energy & Commodities A concise read on overnight macro, energy prices, and the capital-market headlines that move Indonesian issuers. Jun 12, 20263 min read Macro Weekly: Rupiah, Rates, and Flows Market Research Macro Weekly: Rupiah, Rates, and Flows Currency stability and a steady policy rate are reshaping foreign positioning across Indonesian equities. Jun 9, 20264 min read Daily News Highlights: Property & Tourism Daily News Highlights Daily News Highlights: Property & Tourism Property price indices, tourism recovery, and the policy signals shaping real-estate issuers. Jun 5, 20263 min read IDX Outlook 2026: Positioning for a Re-Rating IR Thought Leadership IDX Outlook 2026: Positioning for a Re-Rating As macro headwinds ease, the gap between fundamentals and valuation is widening. Here is how issuers can position for a re-rating. May 28, 20267 min read Nickel & EV Supply Chain: Indonesia's Window Market Research Nickel & EV Supply Chain: Indonesia's Window Downstream policy and global EV demand are reframing Indonesia's role in the battery value chain. May 19, 20266 min read Anatomy of a Strong Quarterly Earnings Recap IR Thought Leadership Anatomy of a Strong Quarterly Earnings Recap A good earnings recap does more than restate the numbers; it connects results to the equity story management wants the market to remember. May 15, 20264 min read Why Equity Storytelling Wins Institutional Mandates IR Thought Leadership Why Equity Storytelling Wins Institutional Mandates Institutions don't buy spreadsheets; they buy conviction. A coherent equity story is the bridge between fundamentals and flows. May 12, 20266 min read Shareholder Composition: Reading the Tape IR Thought Leadership Shareholder Composition: Reading the Tape Ownership shifts often precede the narrative. Tracking them early gives management room to act. Apr 30, 20265 min read NDR Playbook: Converting Roadshows into Conviction IR Thought Leadership NDR Playbook: Converting Roadshows into Conviction A non-deal roadshow is not a meeting marathon; it is a targeting exercise. Here is how we build a high-intent pipeline. Apr 22, 20265 min read

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