Here’s a detailed breakdown of key Indonesian stocks you mentioned. I’ve focused on major ones—WIFI, ISAT, BBTN, and JPFA—covering ownership structure, profitability margins, balance-sheet health, and recent news/rumors. While I couldn't fully analyze every ticker due to data limitations, this should give you a strong framework for comparison across the list.
ISAT – Indosat Ooredoo: solid telecom player.
BBTN – Bank Tabungan Negara: state-owned mortgage bank.
JPFA – Charoen Pokphand Indonesia: agro‑food conglomerate.
Strategic stakes acquired by Hashim S. Djojohadikusumo (~22.6% via Arsari Sentra Data) and others like Arwin Rasyid & Fadel Muhammad (~7.5% each via subsidiaries) reddit.comemitennews.combisnis.com+4idnfinancials.com+4emitennews.com+4.
1H 2024 gross margin improved to ~65% (telecom segment) .
TTM: Gross ~57%, Net ~29% profit margins tradingview.com.
Debt/Equity ~1.21x—moderate leverage bisnis.com+3simplywall.st+3in.marketscreener.com+3.
Subsidiary refinancing via rights issue and bond issuance (~IDR600bn) to ease debt structure idnfinancials.com+1idnfinancials.com+1.
Q3 2024 net profit surged 3.4× YoY simplywall.st+3idnfinancials.com+3bisnis.com+3.
RHB Sekuritas values stock at ~IDR400, citing strong earnings and tech infrastructure growth reddit.com+14emitennews.com+14reddit.com+14.
Recent Bloomberg-type coverage on pipeline growth and strategic partnerships with PLN, NTT, Nokia, etc. .
🔎 Takeaway: Rapid margin expansion, smart debt-shifting strategy, strong insider/backer support, but moderate leverage and earnings volatility in a high-growth infrastructure niche.
📡 As telecom big player, ISAT has extensive coverage and consumer base.
Review shows sluggish 5G rollout, reflecting conservative CapEx and slower RoI reddit.com.
Likely thin net margins (Telco typical), moderate debt load, stable cash flow—but vulnerable to pricing pressures and spectrum costs.
State-controlled mortgage bank focused on public housing.
Likely enjoys stable funding, but asset quality may be at risk from household delinquencies.
Net interest margins healthy if interest rates stay elevated, but reliant on the housing market.
Agro‑food giant: poultry, feed, and farming.
Margins are cyclical—strong if commodity/feed prices fall, but squeezed otherwise.
Debt commonly high due to feedstock procurement needs—should monitor leverage closely.
Rumors often tie to livestock disease outbreaks impacting share price; stay alert for sector news.
| Ticker | Ownership | Margins | Solvency | Key News/Risks |
|---|---|---|---|---|
| WIFI | Strong strategic shorthand-linked owners | Gross ~57%, Net ~29% (TTM) | D/E ~1.2x, refinanced debt | Earnings surge, tech expansion, high volatility |
| ISAT | Public, Telecom major | Low/moderate | Moderate leverage | 5G slower than peers, price pressure |
| BBTN | State-owned | NIM healthy | Asset-quality risk | Housing market sensitive |
| JPFA | Institutional, public | Cyclical | High debt | Disease outbreaks, feed cost volatility |
Ownership: Check updated public filings on IDX or company sites.
Earnings & Margins: Compare quarterly reports—gross vs. EBIT vs. net margin trends.
Debt Ratios: Monitor Debt/Equity and gearing across latest annual/quarterly statements.
News: Set alerts for macro-driven rumors (e.g. commodity pricing, regulation, disease, infrastructure deals).
If you’d like to dig deeper into any of the lesser-mentioned tickers (like MSIN, MEDC, ASSA, etc.), I can pull up the latest filings, debt ratios, margins, and market chatter. Just let me know which ones interest you most!