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24 Indonesia Daily Focus January 17, 2020
Mirae Asset Sekuritas Indonesia
Daily Focus
Consumer – Maintain our positive stance
Improved soft commodities prices posing risk, but Rupiah getting strongerMost consumer companies in Indones

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17-Jan-2020
23 Embun Pagi 17 Januari, 2020
Mirae Asset Sekuritas Indonesia
Embun Pagi
Consumer – Maintain our positive stance
Improved soft commodities prices posing risk, but Rupiah getting strongerSebagian besar perusahaan konsumen

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17-Jan-2020
22 Indonesia Daily Focus January 16, 2020
Mirae Asset Sekuritas Indonesia
Daily Focus
Trend Focus - Indonesia’s logistics show promising growth
Logistics as a wholeIndonesia’s logistics market was valued at $55.9bn in 2018 (CAGR of 7

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16-Jan-2020
21 Embun Pagi 16 Januari, 2020
Mirae Asset Sekuritas Indonesia
Embun Pagi
Trend Focus - Indonesia’s logistics show promising growth
Logistics as a wholePasar logistik Indonesia bernilai USD55,9mn pada 2018 (CAGR 7,9% dalam

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16-Jan-2020
20 Indonesia Daily Focus January 15, 2020
Mirae Asset Sekuritas Indonesia
Daily Focus
PP Properti (PPRO IJ) – Resilient amidst challenging FY20
Due to PPRO’s stretched B/S position, B/S improvement is critical for improving performan

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15-Jan-2020
19 Embun Pagi 15 Januari, 2020
Mirae Asset Sekuritas Indonesia
Embun Pagi
PP Properti (PPRO IJ) – Resilient amidst challenging FY20
Karena posisi B/S PPRO yang kurang baik, perbaikan B/S sangat penting untuk meningkatkan k

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15-Jan-2020
18 Indonesia Daily Focus January 14, 2020
Mirae Asset Sekuritas Indonesia
Daily Focus
Weekly commodity alerts – Mostly unattractiveWe are downbeat that the majority of commodity prices on our weekly radar would be shining, given the lac

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14-Jan-2020
17 Embun Pagi 14 Januari, 2020
Mirae Asset Sekuritas Indonesia
Embun Pagi
Weekly commodity alerts – Mostly unattractive
Kami pesimis bahwa sebagian besar harga komoditas pada radar mingguan kami akan bersinar, mengingat ku

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14-Jan-2020
16 Indonesia Daily Focus January 13, 2020
Mirae Asset Sekuritas Indonesia
Daily Focus
Retail – New tax regulations on e-commerce goods
Threshold for import taxes on e-commerce goods to be loweredGiven the rising number of imported go

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13-Jan-2020
15 Embun Pagi 13 Januari, 2020
Mirae Asset Sekuritas Indonesia
Embun Pagi
Retail – New tax regulations on e-commerce goods
Threshold for import taxes on e-commerce goods to be loweredDengan meningkatnya jumlah barang impor

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13-Jan-2020
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