Industry
Industry
What's Next for Indonesian Coal Stocks?
The Indonesian coal sector was astounded by perhaps one of the most interesting potential corporate actions, whereby ADRO plans to sell up to 100% of its coal business to focus more on green investment. Such a move took the market by a su...
23 September 2024
Industry
EV Sales Increased +158% in Indonesia
The Indonesian Electric Vehicle (EV) market is heating up the country’s auto industry as competition intensifies with new entrance of Chinese brands that are positively welcomed by customers. Such as move is posing a threat for existing p...
25 August 2024
Industry
M&A Season in the Indonesian Insurance Industry?
The Indonesian insurance industry is often overlooked compared to others within the financial sector such as banking or multifinance. In the past 5 years, premium growth has been muted while market penetration has consistently declined. Co...
18 August 2024
Industry
Fintech P2PL: Struggling With New Realities
What was once one of the "darlings" and proxy for Indonesia's future, the fintech P2P lending sector is now faced with regulatory hurdles, deteriorating asset quality and slowing growth that have weakened its outlook. Turns out, the use o...
17 July 2024
Industry
Indonesia Shrimp Sector Outlook
The Indonesian shrimp industry is growing and provides a long-term opportunity in the aquaculture & fishery. As per 2023, the value of seafood export stood at USD5.6bn, whereby shrimp export reached USD2.2bn and contributed 40% total, makin...
12 June 2024
Industry
Is Starlink Fueling Competition In Indonesia Telco Sector?
As Indonesia grapples with uneven internet access, particularly in rural and remote areas, the entrance of Starlink (by SpaceX) could mark a pivotal shift in the telecommunication industry as Starlink promises to deliver high-speed connecti...
20 May 2024
Industry
Oil +18% YTD, What's Driving It Higher?
Oil is one of the best outperforming assets this year, which increased +18% YTD and surpassed equity market returns globally including Nasdaq. Many reasons are driving up oil price in 2024, including supply & demand conditions, geopolitics...
8 April 2024
Industry
A Solution To Obesity?
In the past century, the development of drugs such as penicillin, insulin, chemotherapy, HIV/AIDS drugs or morphine have improved human lives and the healthcare industry. Penicillin sparked the age of antibiotics and is responsible for savi...
18 February 2024
Industry
LFP vs. NCM - Which Is The Trend?
The topic of Lithium-ion with LFP cathodes has recently piqued the interest of Indonesian politicians leading up to the Presidential election. Back in April 2023, we discussed (read here) the use of nickel on EV batteries and how Indonesia’...
27 January 2024
Industry
Indonesia: More Tax On Your Nightlife
The government has announced a new incremental tax policy relating to alcohol and entertainment industries. The impact would be felt mostly to middle and high income segment, although the middle-income would feel more squeeze on their purch...
21 January 2024