reports
- Audrey Celia
- Benjaphol Suthwanish
- Gigi Cheuk
- Johnny Yum Chung Man
- Jonathan Koh
- Joyce Chu
- Kate Luang
- Kong Ho Meng
- Lester Siew
- Willinoy Sitorus
Regional Morning Meeting Notes: Wednesday, January 28, 2026
Greater China Company Update | NAURA Technology Group (002371 CH/BUY/Rmb497.68/Target: Rmb571.70) We see multiple upside risks to our assumption about NAURA for 2026-27. Domestic foundries and memory IDMs are likely to further raise their capex plans for advanced nodes given robust downstream demand and capacity shortage, while the mature node capex may end up better than feared thanks to overflow demand from global Tier 1 foundries. On the other hand, localisation efforts are accelerating signi...
- Audrey Celia
- Willinoy Sitorus
Wismilak Inti Makmur (WIIM IJ) - Structurally Advantaged As A Tier 2 P...
Small/Mid Cap Highlights | Wismilak Inti Makmur (WIIM IJ/NOT RATED/Rp1,810) As a major Tier 2 cigarette player, WIIM benefits from more favourable excise tax dynamics, which support stronger growth and greater margin resilience vs Tier 1 peers such as HMSP and GGRM. The company also stands to benefit from tighter enforcement against illegal cigarettes, which could narrow price gaps. The stock currently trades at 8.4x forward PE. Highlights • Major Tier 2 player benefitting from favourable excis...
- Audrey Celia
- Maskun Ramli
- Willinoy Sitorus
Indonesia Daily - Wednesday, January 28, 2026
Small/Mid Cap Highlights | Wismilak Inti Makmur (WIIM IJ/NOT RATED/Rp1,810) As a major Tier 2 cigarette player, WIIM benefits from more favourable excise tax dynamics, which support stronger growth and greater margin resilience vs Tier 1 peers such as HMSP and GGRM. The company also stands to benefit from tighter enforcement against illegal cigarettes, which could narrow price gaps. The stock currently trades at 8.4x forward PE. Technical Analysis Bumi Resources Minerals | BRMS IJ Trading Buy R...
A director bought 96,330,220 shares at 445.000IDR and
A director at Wismilak Inti Makmur Tbk bought 96,330,220 shares at 445.000IDR and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the la...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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