It’s been almost two years since my last assessment. It was when a big acquisition with Pertagas was taking place. My view at that point...

*Spoiler: It does not make sense Value lever signifikan ICBP saat ini ada di sales growth, seperti yang di-detail di analisa sebelumnya....

We have seen significant rebound from previously mentioned projected confluence zone. That brings to my mind, how economically sound is...

From previous analysis, I noted: "All of these add up to weak technical signs. BIRD will be on my mind, but not yet. I do have some...

Satu lagi saham IPO yang dimention ke saya. Kabarnya, secara bandarmology (absurd terminology – it’s not even English) ‘bandar’ IPTV...

One important trend to notice is the management commitment to expand its fixed assets since 2016: a year before IPO. *Q3 data is LTM...

CASH. Provider RFID dan e-payment. Microchip yang membuat sebuah kartu menjadi kartu elektronik sehingga bisa melakukan digital payment...

Swasembada pangan nasional. Adopting almost 0 import of rice policy. Menurut World Bank, harga beras Indonesia lebih tinggi 50-70% dari...

2019 full year result just came in. It is worse than 2018. The only silver lining is that there is no new notable investment in fixed...

Palm oil is now at a fibonacci confluence zone. There is another confluence zone just a bit below should palm oil continues to decline....

Dengan banyaknya saham yang rontok sekarang, ini adalah waktu yang baik untuk mereview analisa tempo dulu. Let’s see what we have for...

This is an exercise to sharpen your perception to better spot significant geometrical relationships in your price chart. Two key pieces...

Semenjak 2017, EVA mengalami downtrend persistent. Market is responding in kind. Harga saham LPPF tidak pernah serendah ini for a very...

Sebagai distributor BBM yang ditunjuk oleh Pertamina, bisnis AKRA tidak kelihatan lucrative dari sudut economic profit. Apa yang sejauh...

Jika kita lihat dari sales, GGRM 1-2 dengan HMSP. Dan kita bahkan bisa menyimpulkan kalau GGRM lebih baik (valuable) karena salesnya...

HMSP sudah jatuh keras dari peak Februari 2018 di sekitar 5.000/share ke sekitar 1.000/share. Turun 80%. Konsep overvaluation sekali lagi...

Is it a good investment candidate? It depends on the price. That's pretty much the spirit of margin of safety, emphasized heavily first...

Ultrajaya has been a consistent value creator and in general, it has been steadily and slowly increasing its value as shown by EVA...

There is a saying, if you want to predict the future, you need to (at least) understand the past. Here is the long-term price chart of...

Let's see how truly profitable a successful instant noodle business is. It is remarkable. ICBP has managed not only creating wealth (as...