Country: Indonesia
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Q2 2024
Q1 2024
- DNET Q1 2024 Associate Profit Nearly Vanished. Fast Food's Loss Nearly Tripled.May 21
- TLKM Q1 2024 The Stock Fell 13% in a Month - Profit Only Fell 6%May 20
- ISAT Q1 2024 The First Fully Clean Quarter Since the Merger Grew Net Profit 39%, No One-Off AttachedMay 15
- BMRI Q1 2024 Mandiri's Profit Growth Just Fell Off a Cliff - From 33.7% to 1.1%. What Happened?May 10
- AMRT Q1 2024 Why Did the Capital Region's Segment Income Fall for a Second Straight Quarter?May 08
- BBRI Q1 2024 Why Was the Credit Cost Ceiling Quietly Widened One Quarter Into 2024?May 06
- ARTO Q1 2024 Bank Jago's Loan Book Grew 32% - And Operating Cash Flow Nearly VanishedMay 06
- BBCA Q1 2024 Why Did the Capital Ratio Just Fall Off a Cliff?May 06
- BFIN Q1 2024 Was Last Quarter's Recovery Real, or Just a One-Quarter Blip?May 03
- GOTO Q1 2024 GoTo's Numbers Just Got 9% Smaller and 63% Bigger, Depending on Which One You ReadApr 30
- BIRD Q1 2024 Is Blue Bird's Margin Slide Now a Trend, Not a Blip?Mar 31
Q4 2023
- ISAT Q4 2023 FY2023 Finally Reveals Which Data-Center Entity Was Behind Indosat's Mystery 2022 Gains - SMTApr 02
- AMRT Q4 2023 Why Did the Region That Gained the Most Margin Post the Weakest Quarter?Mar 23
- TLKM Q4 2023 Profit Grew 18% for the Year - So Why Did the Stock Barely Move in Two Years?Mar 10
- BFIN Q4 2023 The Cyberattack Finally Got a Name - Everywhere Except the Audited NumbersMar 01
- DNET Q4 2023 Full-Year Net Income Fell 44%. Indomaret Alone Explains Most of It.Feb 26
- BBCA Q4 2023 Did the Bank's Own Numbers Finally Stop Contradicting Themselves?Feb 15
- BBRI Q4 2023 Net Cost of Credit Fell Below 1% - But Did Recoveries Just Mask a Rough Q4?Feb 06
- ARTO Q4 2023 The Sharia Wind-Down Is Basically Over - And the Conventional Bank Just Had Its Second Decent Quarter RunningFeb 05
- BMRI Q4 2023 Mandiri's Deposits Finally Caught Up in Q4 - So Why Didn't the LDR Come All the Way Back Down?Jan 31
- GOTO Q4 2023 GoTo Hit Its Q4 Profit Target. Its Balance Sheet Just Took a Rp79 Trillion Hit to Get There.Jan 30
- BIRD Q4 2023 Why Did Profit Fall Again Despite Double-Digit Revenue Growth?Dec 31
Q3 2023
- DNET Q3 2023 Fast Food Indonesia Just Posted Its Worst Loss in This BacklogNov 21
- TLKM Q3 2023 The Segment Table Didn't Actually Change - So What Did the IndiHome Spin-Off Even Do?Nov 15
- AMRT Q3 2023 Why Did Segment Income Fall in the Same Quarter Net Income Grew 16%?Nov 06
- ISAT Q3 2023 Adjusted Operating Income Grew 46.6% in 9M 2023, But Debt Paydown StalledNov 06
- BMRI Q3 2023 Deposits Came Back in Q3 - So Why Is Mandiri's Loan-to-Deposit Ratio Still Climbing?Nov 05
- ARTO Q3 2023 The Sharia Unit "Recovered" - By Shrinking Its Loan Book Nearly 60%Nov 03
- BFIN Q3 2023 The Profit Growth Streak Finally Breaks, and the Cyberattack Behind It Still Has No NameNov 03
- BBCA Q3 2023 Do This Bank's Own Quarterly Numbers Actually Add Up?Nov 03
- BBRI Q3 2023 Why Did Profit Growth Stall Even As Revenue Rebounded?Nov 02
- GOTO Q3 2023 The User Decline Just Stopped. Q4 Profitability Got Less Certain.Oct 26
- BIRD Q3 2023 Revenue Grew 18% YoY, But Both Profit Lines Shrank — What Broke The StreakSep 30
Q2 2023
- DNET Q2 2023 The Associate Slowdown Continued Into Q2. FiberStar Kept Compensating.Aug 22
- TLKM Q2 2023 The IndiHome Spin-Off Is Now Signed - What Happens to Telkom's Own Segment Table?Aug 20
- ISAT Q2 2023 A 41.5% Profit Drop That Was Really Just a Rp3.6 Trillion Comparison Base ProblemAug 08
- BBCA Q2 2023 Why Did Profit Growth Outrun Its Own Operating Income?Aug 06
- ARTO Q2 2023 H1 Net Income Jumped 40% - Because The Business That Built It Just Lost MoneyAug 04
- BMRI Q2 2023 Retail's Credit Costs Tripled, Treasury's Margin Nearly Vanished - Profit Still Rose 25%Aug 04
- AMRT Q2 2023 Profit Grew 28.6% and Cash Flow Flipped Positive - So Why Did the Stock Fall 10%?Aug 03
- BBRI Q2 2023 Why Did Core Revenue Shrink Even As Profit Kept Climbing?Aug 03
- BFIN Q2 2023 A Cyberattack, a Near-Quadrupled Cost of Credit, and a Cure Rate Still Nowhere in SightAug 03
- GOTO Q2 2023 The New CEO Said Out Loud What Two Quarters of Earnings Calls Wouldn'tJul 27
- BIRD Q2 2023 Free Cash Flow Is Still Negative — But The Gap Just Shrank By Two-ThirdsJun 30
Q1 2023
- DNET Q1 2023 Revenue Grew 47%. Net Income Attributable to Owners Fell 29% Anyway.May 20
- TLKM Q1 2023 Enterprise Slipped Back to a Loss the Same Quarter Telkom Signed Away Its Biggest SegmentMay 15
- ARTO Q1 2023 A "Return to Profitability" That's Actually a Year-on-Year DeclineMay 08
- BMRI Q1 2023 Where Did Rp108 Trillion in Deposits Go in Three Months?May 08
- AMRT Q1 2023 Profit Grew 15% This Quarter - So Why Did Operating Cash Flow Turn Negative?May 04
- BFIN Q1 2023 The Cost of Credit Tripled, and the Explanation Still Leaves a GapMay 04
- BBRI Q1 2023 Why Is the Cost of Funds Suddenly Rising Even As Profit Jumps 27%?May 04
- BBCA Q1 2023 Is a 43% Profit Jump Too Good to Be True?May 04
- ISAT Q1 2023 A Tower Sale-Leaseback Gain and a Rp2.7 Trillion Debt Paydown Both Landed in Indosat's Q1 2023May 02
- GOTO Q1 2023 Group Contribution Margin Turned Positive Exactly on Schedule. The User Base Kept Shrinking Anyway.Apr 27
- BIRD Q1 2023 Operating Profit Nearly Quadrupled - So Why Is Free Cash Flow Still Negative?Mar 31
Q4 2022
- TLKM Q4 2022 A Rp6.4 Trillion Stock Markdown Made a Growing Business Look Like It ShrankMay 08
- ISAT Q4 2022 The Merged Indosat's First Full Year Grew Revenue 49% and Still Shrank ProfitApr 11
- AMRT Q4 2022 The Rights Issue Deadline Passed Eight Months Ago - the Annual Report Doesn't Mention It OnceMar 30
- GOTO Q4 2022 On-Demand Turned Profitable for a Full Quarter. The Balance Sheet Just Absorbed an Rp11 Trillion Hit for It.Mar 20
- DNET Q4 2022 A Full Year of Growth, a Restated Quarter, and a Q4 Cash ReversalFeb 28
- BBRI Q4 2022 Did the Record 2022 Profit Mask a Quarter of Shrinking Core Revenue?Feb 13
- ARTO Q4 2022 A Net-Loss Quarter Hiding Inside a Profitable YearFeb 06
- BFIN Q4 2022 A Full Year of Filings Later, Two Numbers Are Still MissingFeb 06
- BBCA Q4 2022 Two of 2022's Threads Finally Untangle, a Third Gets WorseFeb 06
- BMRI Q4 2022 NPLs Fell to 1.88%. Restructured Covid Loans Are Still 11% of the Book.Feb 03
- BIRD Q4 2022 The Best Year Since The Pandemic Came With A Negative Cash Flow QuarterDec 31
Q3 2022
- TLKM Q3 2022 GoTo's Stock Crashed This Quarter - So Did Telkom's Reported ProfitJan 23
- AMRT Q3 2022 Its Segments Barely Grew This Quarter - So Why Did Profit Jump 96%?Nov 28
- GOTO Q3 2022 Real Cost Discipline, or a Net Revenue Number That Doesn't Add Up?Nov 21
- ISAT Q3 2022 Profit Fell 36% in 9M 2022, But the Actual Business Barely MovedNov 18
- DNET Q3 2022 The Reversal Was Approved in May. The Balance Sheet Still Hasn't Moved.Nov 15
- BBCA Q3 2022 Margins Finally Widen as Corporate Lending Stalls AgainNov 10
- BFIN Q3 2022 Two Straight Quarters Without a Cure Rate - Does a Shrinking Restructured Book Still Mean What It Used To?Nov 03
- ARTO Q3 2022 The Profit Imbalance That Kept Getting Worse Just Didn'tNov 03
- BBRI Q3 2022 Profit Nearly Doubled - So Why Is It Still Missing Four of Its Own Five 2022 Targets?Nov 03
- BIRD Q3 2022 Every Metric Hit A Record. The Stock Fell Anyway.Sep 30
Q2 2022
- TLKM Q2 2022 The GoTo Markdown That Hurt Q1 Reversed Into a Gain This QuarterOct 24
- ISAT Q2 2022 Another Deconsolidation Gain Padded Indosat's Profit, Just Like Last YearSep 13
- GOTO Q2 2022 The Margins Improved Sequentially. The Real Segment Losses Didn't.Aug 30
- AMRT Q2 2022 Its Rights Issue Deadline Lapsed - So Why Did It Just Buy a Bank?Aug 29
- DNET Q2 2022 The Dilution Overhang Just Reversed Itself — QuietlyAug 20
- BBRI Q2 2022 The Capital Ratio Stopped Falling - But Its Own Guidance Still Contradicts ItselfAug 05
- BBCA Q2 2022 Did Q1's Provisioning Spike Turn Out to Be Noise After All?Aug 04
- BFIN Q2 2022 How a 5.3% Tender Offer Quietly Handed Trinugraha Majority ControlAug 03
- ARTO Q2 2022 A Seven-Month-Old Unit Earned 6x the Bank's Profit While the Stock Got Cut in HalfAug 02
- BIRD Q2 2022 The Margin Collapse That Undid Itself In One QuarterJun 30
Q1 2022
- TLKM Q1 2022 Operating Profit Fell 9% - Almost None of It Was the Actual BusinessJul 25
- ISAT Q1 2022 The Merged Indosat's Revenue Jumped 48%, But Profit Fell 25%Jun 08
- GOTO Q1 2022 The first earnings call after Indonesia's biggest IPOMay 30
- AMRT Q1 2022 Did the Rights Issue Authorization Just Quietly Expire?May 27
- DNET Q1 2022 Associate Profit Jumped Eightfold. That Says More About 2021 Than 2022.May 18
- ARTO Q1 2022 A Profitable Quarter, Except the Core Bank Actually Lost MoneyMay 06
- BBRI Q1 2022 Profit Grew 78% - This Time Both Quarters Are Actually ComparableMay 06
- BFIN Q1 2022 Only 5.3% Tendered - What a Failed Buyout Says About the Real PriceMay 05
- BBCA Q1 2022 Restructured-Loan NPLs Rose Again in Q1 2022 - Was Q4's Profit Dip a One-Off?May 05
- BIRD Q1 2022 The Taxi Margin That Didn't Survive Its First EncoreMar 31