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FROM EQUITY RESEARCH DESK |
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IDEA OF THE DAY |
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Mitra Keluarga Karyasehat: Resilient Growth at Undemanding Valuation (MIKA.IJ Rp1,905; BUY TP Rp3,300) · MIKA delivered a resilient 1Q26 earnings (in line), with weaker volumes offset by stronger yields and higher private mix (89% of total). · MIKA maintained a double-digit top line growth guidance, but with more gradual margin expansion amid higher costs and new hospital ramp-up. · We lowered our FY26/27F EBITDA est. by 3/5% and TP to Rp3,300, but maintain Buy rating on attractive valuation and resilient growth outlook. To see the full version of this report, please click here
To see the full version of this snapshoot, please click here
MARKET NEWS |
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SECTOR
Commodity Price Daily Update May 6 , 2026
CORPORATE
DCII Secures Rp17tr Credit Facility from BBCA for Expansion
DCII obtained a Rp17tr investment credit facility from BBCA to fund data center expansion and meet contracted demand. The facility will support capex for new and ongoing projects, backed by company assets as collateral, and is expected to strengthen DCII’s long-term funding structure without impacting its core business. (Bisnis)
MDKA Plans Private Placement Up to 2.44bn Shares
MDKA plans a private placement of up to 2.44bn new shares (~10% of paid-up capital) to strengthen its capital structure and support expansion. The move will seek shareholder approval at the AGM on 11 June 2026, with proceeds allocated ~30% for working capital and the remainder for business development, including capex and potential acquisitions. (Emiten News)
WOOD Targets Export Diversification and Product Expansion in 2026
WOOD is expanding into Europe and the Middle East while strengthening its core building components segment to support 2026 growth. The company is also developing new products such as flooring and outdoor furniture, while maintaining cost discipline and targeting more resilient higher-end segments. (Kontan)
