IDX STE Watcher

Indika Energy Tbk

Stock folder

INDY

Indika Energy Tbk

Mentions6
Sources2
Confidencehigh

Advisor memo

What the room is saying

INDY tercatat sebagai net foreign sell Rp2,50 miliar pada data tengah hari 4 November. Materi lain menyebut INDY terkait tambang batu bara Kideco di Paser, Kalimantan Timur, serta masuk daftar saham dividen UOB Kay Hian.

medium confidence

Recurring themesArus asing tengah hari menunjukkan penjualan bersih asing. / Eksposur batu bara melalui Kideco di Paser, Kalimantan Timur. / Tercantum dalam daftar pemain dividen dengan proyeksi data 2025–2027. / Alias komunitas "INDIHOY" merujuk ke INDY.

Context gapsTidak ada alasan di balik transaksi asing. / Tidak ada rincian kinerja keuangan atau operasional terbaru. / Tabel dividen hasil lampiran memiliki beberapa angka yang kurang jelas akibat OCR.

Mention Timeline

Every captured surface form and linked context.

Social Trade Exclusivehighexact IDX ticker

[Attachment text] FOREIGN ACTIVITY MIDDAY ALL MARKET TRANSACTION Foreign Buy Foreign Sell Net Foreign Buy 2.12T -1.86T 268.67B A Top Net Foreign Buy YY Top Net Foreign Sell Sortedby value Sorted by valve # Code Value* Volume # Code Value Volume | 1 BBCA N7.43B 239IM 1 BMRI “67.648 -18.87M 2 BBRI 64.628 23.94M 2 TPIA -15.05B -1257M 3. TINS 25678 79SM | 3 | BRPT -10698 | -1090m 4 BRIS 22328 2ISOM | 4 | ITMG -10178 | -42090K 5 DEWA 15548 7847M | 5 AMMN -8308 -255M 6 MEDC 12.638 1036M || 6 | UNTR -826B | -360.0K 7 PTRO 12338 SATM (7 PFA -5808 | -3.60M 8 TLKM 11.838 6.27M 8 ADRO 3.728 -1.61M 9 EMAS 9578 19SM | 9 | INKP -3308 | -54770K 10 PACK 8748 306M | 10 | BULL 5328 | -1465M 1 ASH 8,058 179 || um -316B -152M 12 ANTM 8.028 334M 12 NCKL -313B -4.57M 13 SINI 7.828 1.05M 13 ADMR 72.928 -2,30M 14 MDKA 7.448 4.22M 14 INDY -2.50B =1.47M 15 BUVA 6.41B 24.55M 15 | PNLF -2.45B -16.02M 16 DKFT 6.378 917M 16 ISAT “2.448 -1.80M 7 PTBA 6178 2.07 7 MAPI 2.228 -1.78M 18 ENRG 5.728 10.36M 18 BBTN -216B -2.55M 19 WIFE 5198 6.45M 19 BIPI “1.998 -26.72M 20 CPIN 5.008 212M 20 PWON -1.98B -7.80M Send message. Oo 9g

Matched: INDY
Conversation context Context around ADMR, ADRO, AMMN, ANTM, BBCA, BBRI, BBTN, BIPI, BMRI, BRIS, BRPT, BULL, BUVA, CPIN, DEWA, DKFT, ENRG, INDY, INKP, ISAT, ITMG, MAPI, MDKA, MEDC, NCKL, PACK, PNLF, PTBA, PTRO, PWON, SINI, TINS, TLKM, TPIA, UNTR.
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horeeeeeeeee

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kita ga crash sendirian

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mamam tuh msci

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data center?

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Tito jg selama ini diem2 aja

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data center restriction

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Mamam tuh Sam Altman

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**JUST IN:** 🇺🇸 US stock futures fall after Democrats win control of both the US House and Senate. @WatcherGuru [Attachment text] 27,726.75 28,900.00 Ank ~ 28,600.00 | 28,500.00 | ! 28,400.00 | | | 28,300.00 Kn sag0000 My 28,100.00 28,000.00 27,900.00 27,800.00 Na aa SERENE L Pi .....|

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[Attachment text] SP VOU SUV CHT FULUIES SS Uu Voy “I 7,504.75 7,775.00 a 7,750.00 al 7,125.00 f 7,700.00 7,675.00 N 7,650.00 7,625.00 | | 7,600.00 | | 7,575.00 | 7,550.00 7,525.00 Dena an naa TN

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hopium dari mana ni om? 🙂 semoga unfreeze segera ya 🙏🏼 dengan semua update bursa ini jangan2 malah bakal upgrade dari secondary emerging ke advanced emerging di ftse

Mention

[Attachment text] FOREIGN ACTIVITY MIDDAY ALL MARKET TRANSACTION Foreign Buy Foreign Sell Net Foreign Buy 2.12T -1.86T 268.67B A Top Net Foreign Buy YY Top Net Foreign Sell Sortedby value Sorted by valve # Code Value* Volume # Code Value Volume | 1 BBCA N7.43B 239IM 1 BMRI “67.648 -18.87M 2 BBRI 64.628 23.94M 2 TPIA -15.05B -1257M 3. TINS 25678 79SM | 3 | BRPT -10698 | -1090m 4 BRIS 22328 2ISOM | 4 | ITMG -10178 | -42090K 5 DEWA 15548 7847M | 5 AMMN -8308 -255M 6 MEDC 12.638 1036M || 6 | UNTR -826B | -360.0K 7 PTRO 12338 SATM (7 PFA -5808 | -3.60M 8 TLKM 11.838 6.27M 8 ADRO 3.728 -1.61M 9 EMAS 9578 19SM | 9 | INKP -3308 | -54770K 10 PACK 8748 306M | 10 | BULL 5328 | -1465M 1 ASH 8,058 179 || um -316B -152M 12 ANTM 8.028 334M 12 NCKL -313B -4.57M 13 SINI 7.828 1.05M 13 ADMR 72.928 -2,30M 14 MDKA 7.448 4.22M 14 INDY -2.50B =1.47M 15 BUVA 6.41B 24.55M 15 | PNLF -2.45B -16.02M 16 DKFT 6.378 917M 16 ISAT “2.448 -1.80M 7 PTBA 6178 2.07 7 MAPI 2.228 -1.78M 18 ENRG 5.728 10.36M 18 BBTN -216B -2.55M 19 WIFE 5198 6.45M 19 BIPI “1.998 -26.72M 20 CPIN 5.008 212M 20 PWON -1.98B -7.80M Send message. Oo 9g

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Buy indonesia @Habibieric 🔥

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Social Trade Exclusivehighexact IDX ticker

[Attachment text] Kamus wak CAM = SCMA ANTO - ARTO 3. MBAM = MBMA 4. SMAR = SMRA BEGOK = PGEO 6. BUKE = 3UKA 7. WANGI - HRUM 8. Kimbek - Kemal . AMER = ADMR Paok = Kemal Smilikiti = SMIL Kimak = Kemal INDIHOY = INDY INOC = INCO MATEK = EMTK

Matched: INDY
Conversation context Context around ADMR, ARTO, EMTK, HRUM, INCO, INDY, MBMA, PGEO, SCMA, SMAR, SMIL, SMRA.
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dem

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dme

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Jng dkasih tau Hend, nti djadiin resist dia @peperonipples

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gw aja disuruh nambah krn masuk lifetime 2023 1.5jt

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baru masuk [Attachment text] 167 (+11.33%) 164.83

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@Habibieric disini top up ke admin terus, bukan minta cash back

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aris ggocap coi

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hahah

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gilak

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hahahha

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[Attachment text] Kamus wak CAM = SCMA ANTO - ARTO 3. MBAM = MBMA 4. SMAR = SMRA BEGOK = PGEO 6. BUKE = 3UKA 7. WANGI - HRUM 8. Kimbek - Kemal . AMER = ADMR Paok = Kemal Smilikiti = SMIL Kimak = Kemal INDIHOY = INDY INOC = INCO MATEK = EMTK

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kamus wak @mfadillubis

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udah ada yg share bang, telat

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MORA MORA MORA murah murah murah

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ayo teman2 beli bus listrik

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Asik ada sabung lg

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malah jdi pom2ers

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di tiup bntr lg

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habib versi 2 ini mah

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mulai jadi sales wkkw

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Ngakaakkk astaga 😂

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Social Trade Exclusivehighexact IDX ticker

[Attachment text] Kamus wak CAM = SCMA ANTO - ARTO 3. MBAM = MBMA 4. SMAR = SMRA BEGOK = PGEO 6. BUKE = 3UKA 7. WANGI - HRUM 8. Kimbek - Kemal . AMER = ADMR Paok = Kemal Smilikiti = SMIL Kimak = Kemal INDIHOY = INDY INOC = INCO MATEK = EMTK

Matched: INDY
Conversation context Context around ADMR, ARTO, EMTK, HRUM, INCO, INDY, MBMA, PGEO, SCMA, SMAR, SMIL, SMRA.
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dme

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bukir asem

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maen

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dem

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Tp ihsg masih ada gap besar menganga

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Semoga mingdep lanjut lagi gas keun bankingnya

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Kalo Prabowo jumatan, balek lagi ke 3k tu

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Kcuali dia khotib nya

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Dia mah jadi khotib jumatan yang diomongin tetep MBG

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banks napa jadi merah dah

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[Attachment text] Kamus wak CAM = SCMA ANTO - ARTO 3. MBAM = MBMA 4. SMAR = SMRA BEGOK = PGEO 6. BUKE = 3UKA 7. WANGI - HRUM 8. Kimbek - Kemal . AMER = ADMR Paok = Kemal Smilikiti = SMIL Kimak = Kemal INDIHOY = INDY INOC = INCO MATEK = EMTK

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wkwkwk bgst, padahal tinggal puterin aja ya pidato sebelumnya, orang isi nya itu2 juga

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[attachment only]

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[Attachment text] Kamus wak @mfadillubis v2.0: 16. Burung = BIRD 17. Beras = PNLF 18. TOLOL = TOTL 19. Biri Biri = BBRI 20. Demex = DMMX 21. Esul = 22. TOGEL = SRTG 23. SAPI = MEDC i “TN edited La

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anjeng

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stngh lq 45

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gk ada lagi kan?

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Bakpia = tpia

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23 doank

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Endasmu

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Ajg

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ada yg punya artikel ini guys?hehe tq [Attachment text] UOB Kay Hian Strategy Indonesia Monday, 19 October 2026 Dividend Players (Consistently Paying Divi: Price - Div. Yield ~~ ~~ 2026F Cash / Ticker Type (Rp) 2025 2026F 2027 PIE PB DPR Market cap DER BCA Bank 5175 65% 65% 7.0% ex 2ix 093 na, na, BBN Bank 2970 11.8% 12.1% 127% 53x 06x 6361 na na. BBRI Bank 2640 13.1% 126% 12.6% 6m 1k Bah na, na BMRI Bank 3.390 141% 133% 13.3% 55x 10x 7358 na, na. BRIS Bank 1095 3.0% 32% 4.0% 5x 0.9% 19.1% na, na, BTPS Bank 880 97 95% 105% 5x 06x 4861 na. na AAU ‘Non-bank 7.825 59% 59% 65% 83x O& 487% 34.2% 0.0% ACES Nombank 328 9.8% 92% 3.9% 78x ox = 71.5% 35.9% 153% AKRA Nombank 1,250 8.0% 88% 95% 8% 1.9 780% 35.3% 93.3% AMRT Nombank 1055 3.9% 40% 48% Mae 22x 45.7% 9.4% 141% ANTM. ‘Non-bank 2,550 82% 810% 11.9% 5 15x 51.5% 16.2% 15.1% ASI Nombank 4.190 93% gate 9.2% 5x 5261 28.1% Aan ASSA ‘Non-bank 484 103% 9.4% 106% 40x am 67.4% 129.2% CMRY ‘Non-bank 4250 47% 44% 49% 14% AAK 86.2% 37% 0.0% CPIN Nombank 2560 7.0% 71% 81% 66x Io 48.8% 12.8% 28.2% CTRA Nombank 540 67% 5.9% 5.8% 42x 4x 2520 884% 29.0% DSNG ‘Non-bank 1,300 3.6% 4% 47% bax 1x 24.9% 4.9% 28.3% ELSA ‘Non-bank 575 17 17% 87% ah 07% 3158 70.4% 82% EMTK ‘Non-bank 334 3.0% na. na. na na na. 126.1% 63% ERAA ‘Non-bank 525 3.6% 48% 55% 58x Ox 269 157% 9% ESSA ‘Non-bank 476 10.1% na na. 55x na na, 43.8% 0.0% GGRM Nom-bank 15.300 33% 17 16.3% 63x Ox 48.4% 296% 0.0% HEAL Nombank 505 27% 1.8% 21% 168 13K 8A 74% 51.3% HRTA ‘Non-bank 1615 25% 26% 3.4% 56x 17x 143% 19.2% 111.8% INDY ‘Non-bank 2,060 05% 09% 6.0% 213x x 182% 102.3% 92.9% INKP ‘Non-bank 6,950 1.0% 0.6% 1.6% 4.0% 03x 24% 106.3% 721% ISAT Non-bank 1755 63% 6.9% 74% Bax 14x 6076 27.9% 176.4% ITMG ‘Non-bank 23,000 7.0% 8.6% 9.8% 65x Om 5698 555% 5.2% SMR ‘Non-bank 2110 74% 6.9% 69% 42x Ox 28.9% 48.4% 123.5% KLBF ‘Non-bank 675 3.0% 52% 62% 88x 12 Mat 15.7% 32% LSIP ‘Non-bank 1,280 65% 67% 71% Aan 06x 2958 95.9% 0.0% MAPA Nombank 520 0.8% 1.0% 21% 18x 1x 17% 7.8% 26.3% MAPI ‘Non-bank 1,320 0.8% 1.3% 1.9% 9.0% 13 11.6% 25.3% 475% MEDC Non-bank 1,290 45% 42% 6.0% 3.8 07x 18.7% 78.0% 1% MIKA ‘Non-bank 1415 29% 3.3% 37% 189% 25x 45586 Up 01% MTEL ‘Non-bank 404 45% 5.9% 6.0% ie 10k BBM 58% 5.5% MyOR ‘Non-bank 1370 44% 44% 5.3% dx 18x 4020 18.3% 24.7% PAN Non-bank 4.250 0.1% 01% 0.3% Sax 23x Aan 57 1.3% PGAS Nombank 1,190 96% 143% 162% Sax Ox ALI 80.0% 29.1% PGEO ‘Non-bank 880 53% 51% 53% 126x 10x 72.0% 319% 37.0% PTBA ‘Non-bank 2,800 41% 79% 98% bax 13x 50.7% 22.6% 11.8% PWON ‘Non-bank 264 49% 6.0% 51% 55x Osx 328 Aek 22.4% RAJA ‘Non-bank 490 1.0% na. na. na. na na. 215% 127 RMKE ‘Non-bank 216 22% na. na. 104 na. na. 9.1% 55.2% ‘SCMA Nombank 148 142% na. na na. na na, 19.6% 1031 SMGR Non-bank 1,360 21% 20% 5.9% a 02x 3061 40.2% 18.7% SMRA ‘Non-bank 230 22% 21% 21% 48x 03x 9.9% 42.1% 92.0% SSiA ‘Non-bank 1,335, 04% 4% 21% eae tax 6.6% 18.2% 29.2% TAPG Nombank 1,765 10.2% 113% 11.2% Bax Ih 95.8% 51% 9.0% TLKM ‘Non-bank 1,900 1m 10.6% 10.9% 93x 1x 138 18.8% 49.8% TOWR Non-bank 388 3.5% 52% 54% 5k 0.8x 295% 41% 156.5% TPIA ‘Non-bank 1,205 08% na, na 7K 1 na, 50.2% 119.1% UNTR ‘Non-bank 22,625 71.4% 6.4% 68% 8x 08x 5331 22.1% 27.6% WiFi Non-bank 1,100 02% 03% 1.2% dx 0.8x 3.0% 141.9% 111.6% BFIN Other financial 765 9.2% 92% 10.2% 65x 10x 59.8% na. na ‘Note: Sample universe is using Kompas100 ‘Source: Bloomberg UOB Kay Han

Matched: INDY
Conversation context Context around ACES, AKRA, AMRT, ANTM, ASSA, BANK, BBRI, BFIN, BMRI, BRIS, BTPS, CASH, CMRY, CPIN, CTRA, DSNG, ELSA, EMTK, ERAA, ESSA, GGRM, HEAL, HRTA, INDY, INKP, ISAT, ITMG, KLBF, LSIP, MAPA, MAPI, MEDC, MIKA, MTEL, MYOR, PGAS, PGEO, PTBA, PWON, RAJA, RMKE, SCMA, SMGR, SMRA, SSIA, TAPG, TLKM, TOWR, TPIA, UNTR, WIFI.
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Demo jadi kah? [Attachment text] 13.55 50G - = ull D € TMPO 174 +5 (+2.96%) Q Overview Tempo Intimedia Tbk. A o TMPO & 174 45 (42.969) 1D 5D 1M 3M 6M YTD 1Y 3Y SY 194 Tap to view full chart 189 184 179 174 169 164 159 154 149 144 9 10 11 12 13 14 15 16 Open 178 Day Range 158 - 194 Volume (Shares) 140.74 M Turnover (IDR) 24.80 B Freguency (x) 17,004 Average Price 176.20 PER -16.00 PBVR 0.79 Market Cap 184.15B No. of Shareholders Chart 6M II O <

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Wkaowk

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hijau hanya utk dipost dasco

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Wkkwkwkw

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Dasco jumawa juga rupanya

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Apakah dia trader?

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adu kuat [Attachment text] IHSG 5,138.96 9 142.25(-2.85%) Caba26 6 >| Le miro Pee : Ca 13 Prev 19 toe LAM High ar ae ee 53001 | sew 158 ARB sae Ae 176 teal) te | ae Lem 2 | 202 nos y aad IS 365 9725 . 5 1961 1028 Dag 3218 5,100 4 10,498 4617 5180 10963 ase zte ¥ 5,900 4) 2975 7379 sa aa 323 man ai6418 1507 ang 168 210 0900 1000 1100 128 193 Open Low Market Cap PER Pav ee ue 498016 aceo1s | “963481 tis 149 48 159 0 ap Ati Marker Regular Negotiated cas 0900 sat 1022 05 Maa 1355 Lot 45280M | | Loe AI83GM | | Lor 1204M | | Loe 2A1M dees con Pen Value 1950T | | Value 18017 | | Vadue 908498 | | Value! 43428 Fey a a ae req 2 Fay bali au Ba Net Dis Nahe

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[Attachment text] " WAALAIKUMSALAM ‘ o 2 {ee bee LN => ‘i Ng t N = KEMISKINAN S \

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Apaan spanduknya udah diturunin, ga seru

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[Attachment text] (Am | if “ -

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ada yg punya artikel ini guys?hehe tq [Attachment text] UOB Kay Hian Strategy Indonesia Monday, 19 October 2026 Dividend Players (Consistently Paying Divi: Price - Div. Yield ~~ ~~ 2026F Cash / Ticker Type (Rp) 2025 2026F 2027 PIE PB DPR Market cap DER BCA Bank 5175 65% 65% 7.0% ex 2ix 093 na, na, BBN Bank 2970 11.8% 12.1% 127% 53x 06x 6361 na na. BBRI Bank 2640 13.1% 126% 12.6% 6m 1k Bah na, na BMRI Bank 3.390 141% 133% 13.3% 55x 10x 7358 na, na. BRIS Bank 1095 3.0% 32% 4.0% 5x 0.9% 19.1% na, na, BTPS Bank 880 97 95% 105% 5x 06x 4861 na. na AAU ‘Non-bank 7.825 59% 59% 65% 83x O& 487% 34.2% 0.0% ACES Nombank 328 9.8% 92% 3.9% 78x ox = 71.5% 35.9% 153% AKRA Nombank 1,250 8.0% 88% 95% 8% 1.9 780% 35.3% 93.3% AMRT Nombank 1055 3.9% 40% 48% Mae 22x 45.7% 9.4% 141% ANTM. ‘Non-bank 2,550 82% 810% 11.9% 5 15x 51.5% 16.2% 15.1% ASI Nombank 4.190 93% gate 9.2% 5x 5261 28.1% Aan ASSA ‘Non-bank 484 103% 9.4% 106% 40x am 67.4% 129.2% CMRY ‘Non-bank 4250 47% 44% 49% 14% AAK 86.2% 37% 0.0% CPIN Nombank 2560 7.0% 71% 81% 66x Io 48.8% 12.8% 28.2% CTRA Nombank 540 67% 5.9% 5.8% 42x 4x 2520 884% 29.0% DSNG ‘Non-bank 1,300 3.6% 4% 47% bax 1x 24.9% 4.9% 28.3% ELSA ‘Non-bank 575 17 17% 87% ah 07% 3158 70.4% 82% EMTK ‘Non-bank 334 3.0% na. na. na na na. 126.1% 63% ERAA ‘Non-bank 525 3.6% 48% 55% 58x Ox 269 157% 9% ESSA ‘Non-bank 476 10.1% na na. 55x na na, 43.8% 0.0% GGRM Nom-bank 15.300 33% 17 16.3% 63x Ox 48.4% 296% 0.0% HEAL Nombank 505 27% 1.8% 21% 168 13K 8A 74% 51.3% HRTA ‘Non-bank 1615 25% 26% 3.4% 56x 17x 143% 19.2% 111.8% INDY ‘Non-bank 2,060 05% 09% 6.0% 213x x 182% 102.3% 92.9% INKP ‘Non-bank 6,950 1.0% 0.6% 1.6% 4.0% 03x 24% 106.3% 721% ISAT Non-bank 1755 63% 6.9% 74% Bax 14x 6076 27.9% 176.4% ITMG ‘Non-bank 23,000 7.0% 8.6% 9.8% 65x Om 5698 555% 5.2% SMR ‘Non-bank 2110 74% 6.9% 69% 42x Ox 28.9% 48.4% 123.5% KLBF ‘Non-bank 675 3.0% 52% 62% 88x 12 Mat 15.7% 32% LSIP ‘Non-bank 1,280 65% 67% 71% Aan 06x 2958 95.9% 0.0% MAPA Nombank 520 0.8% 1.0% 21% 18x 1x 17% 7.8% 26.3% MAPI ‘Non-bank 1,320 0.8% 1.3% 1.9% 9.0% 13 11.6% 25.3% 475% MEDC Non-bank 1,290 45% 42% 6.0% 3.8 07x 18.7% 78.0% 1% MIKA ‘Non-bank 1415 29% 3.3% 37% 189% 25x 45586 Up 01% MTEL ‘Non-bank 404 45% 5.9% 6.0% ie 10k BBM 58% 5.5% MyOR ‘Non-bank 1370 44% 44% 5.3% dx 18x 4020 18.3% 24.7% PAN Non-bank 4.250 0.1% 01% 0.3% Sax 23x Aan 57 1.3% PGAS Nombank 1,190 96% 143% 162% Sax Ox ALI 80.0% 29.1% PGEO ‘Non-bank 880 53% 51% 53% 126x 10x 72.0% 319% 37.0% PTBA ‘Non-bank 2,800 41% 79% 98% bax 13x 50.7% 22.6% 11.8% PWON ‘Non-bank 264 49% 6.0% 51% 55x Osx 328 Aek 22.4% RAJA ‘Non-bank 490 1.0% na. na. na. na na. 215% 127 RMKE ‘Non-bank 216 22% na. na. 104 na. na. 9.1% 55.2% ‘SCMA Nombank 148 142% na. na na. na na, 19.6% 1031 SMGR Non-bank 1,360 21% 20% 5.9% a 02x 3061 40.2% 18.7% SMRA ‘Non-bank 230 22% 21% 21% 48x 03x 9.9% 42.1% 92.0% SSiA ‘Non-bank 1,335, 04% 4% 21% eae tax 6.6% 18.2% 29.2% TAPG Nombank 1,765 10.2% 113% 11.2% Bax Ih 95.8% 51% 9.0% TLKM ‘Non-bank 1,900 1m 10.6% 10.9% 93x 1x 138 18.8% 49.8% TOWR Non-bank 388 3.5% 52% 54% 5k 0.8x 295% 41% 156.5% TPIA ‘Non-bank 1,205 08% na, na 7K 1 na, 50.2% 119.1% UNTR ‘Non-bank 22,625 71.4% 6.4% 68% 8x 08x 5331 22.1% 27.6% WiFi Non-bank 1,100 02% 03% 1.2% dx 0.8x 3.0% 141.9% 111.6% BFIN Other financial 765 9.2% 92% 10.2% 65x 10x 59.8% na. na ‘Note: Sample universe is using Kompas100 ‘Source: Bloomberg UOB Kay Han

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wkwkw

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bntr harusnya ada

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bagi le wkwk

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__Kay Hian __🇮🇩__ Strategy__ __Dividend Opportunities: Selectivity And Entry Discipline__ We screened 45 dividend stocks and narrowed them to 10 names, balancing income, cash generation and balance-sheet strength. Top 10: ELSA, AADI, ASII, IPCC, MSTI, IPCM, PBID, SPTO, RALS, DLTA ASII: Better to wait for the MSCI standalone issue to play out. That said, it’s a TSR story: expect divestments, dividends, buybacks and lucrative acquisitions. The other 9: Eat, sleep, collect money 😴💸. They’re relatively under-owned, so less MSCI stand alone selling risk. Why now? The top 10 yield ~11% on average, about 4ppt above the 10Y bond yield Special dividends are upside risks (e.g. AADI’s Kestrel divestment) For the rest of the 45-stock watchlist, feel free to put them on your monitor 👀 __Kindly refer to the full version of our report__ https://research.uobkayhian.com/content_download.jsp?id=93007&h=b53135dd25cfee831c09d7349d6daf45

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mantap tq le

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wkwkwk

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Kasih tau mal @kemalodon

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STE Belajarhighexact IDX ticker

[Attachment text] 1. Batu bara - pemilik konsesi Kode AADI ADMR/ ADRO BUMI BYAN ITMG INDY CUAN HRUM GEMS/ DSSA BSSR KKGI, TOBA Aset di Kalimantan Adaro Indonesia (Tabalong & Balangan, Kalsel), PLTU Tanjung ADMR punya lima area tambang di Kaltim dan Kalteng, serta sedang membangun smelter aluminium di Kalimantan Utara. ADRO (AlamTri) masuk lewat ADMR KPC (Kutai Timur, Kaltim), Arutmin (Kalsel) Kompleks Tabang (Kukar, Kaltim) dan aset di Kalsel Mayoritas tambang di Kaltim. Contohnya akuisisi 70% Tepian Indah Sukses, pemegang IUP 2.065 ha di Kaltim Kideco (Paser, Kaltim). MUTU sudah dijual ke CUAN Tamtama Perkasa punya konsesi 9.540 ha di Barito Utara, Kalteng. DBK berlokasi di Murung Raya, Kalteng. MUTU adalah PKP2B generasi ketiga di Kalteng seluas 24.970 ha. Secara keseluruhan, semua konsesi batu baranya ada di Kalteng dan Kaltim Tambang batu bara di Kaltim (nikelnya di Sulawesi/Maluku) Borneo Indobara (Kalsel), ditambah aset di Jambi Berpusat di Kaltim, plus aset Kalsel Kaltim (Samarinda/Kukar) Cek P v parsial P v v parsial P

Matched: INDY
Conversation context Context around AADI, ADMR, ADRO, AREA, BSSR, BUMI, BYAN, CUAN, DSSA, GEMS, HRUM, INDY, ITMG, KKGI, MUTU, TOBA.
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BESS AKSI CBUT SSMS PJHB

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Hasnur (HAIS)

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AKSI

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BSSR

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BESS

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ITMG

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KKGI

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ADMR

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TEBE

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ARII

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[Attachment text] 1. Batu bara - pemilik konsesi Kode AADI ADMR/ ADRO BUMI BYAN ITMG INDY CUAN HRUM GEMS/ DSSA BSSR KKGI, TOBA Aset di Kalimantan Adaro Indonesia (Tabalong & Balangan, Kalsel), PLTU Tanjung ADMR punya lima area tambang di Kaltim dan Kalteng, serta sedang membangun smelter aluminium di Kalimantan Utara. ADRO (AlamTri) masuk lewat ADMR KPC (Kutai Timur, Kaltim), Arutmin (Kalsel) Kompleks Tabang (Kukar, Kaltim) dan aset di Kalsel Mayoritas tambang di Kaltim. Contohnya akuisisi 70% Tepian Indah Sukses, pemegang IUP 2.065 ha di Kaltim Kideco (Paser, Kaltim). MUTU sudah dijual ke CUAN Tamtama Perkasa punya konsesi 9.540 ha di Barito Utara, Kalteng. DBK berlokasi di Murung Raya, Kalteng. MUTU adalah PKP2B generasi ketiga di Kalteng seluas 24.970 ha. Secara keseluruhan, semua konsesi batu baranya ada di Kalteng dan Kaltim Tambang batu bara di Kaltim (nikelnya di Sulawesi/Maluku) Borneo Indobara (Kalsel), ditambah aset di Jambi Berpusat di Kaltim, plus aset Kalsel Kaltim (Samarinda/Kukar) Cek P v parsial P v v parsial P

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[Attachment text] MBAP MCOL BIPI ABMM PTBA UNTR Tambang di Malinau, Kaltara. Poin kritis: cadangan per Mei 2026 tinggal sekitar 3juta ton dan akan habis ditambang pada 2028, sehingga perusahaan beralih ke wood pellet dan PLTS Anak usahanya beroperasi di Kabupaten Nunukan dan Tana Tidung, Kaltara Lewat PTT Mining: 3 konsesi di Jembayan, Sebuku, dan Penajam (akuisisi 2023, status produksi saat ini perlu dicek) TIA (Kalsel) Internasional Prima Coal (Kaltim). Porsinya kecil karena mayoritas aset di Sumsel Batu bara TTA dan coking coal Suprabari (Kalteng), plus jasa Pama

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[Attachment text] 2. Jasa tambang dan logistik batu bara Kode DOID (BUMA), PTRO, MYOH, DEWA TEBE MBSS, PSSI, TPMA Aset/operasi Kontraktor di site Kaltim/Kalsel. PTRO sekarang di bawah CUAN dan punya supply base di Balikpapan Punya pelabuhan batu bara 30 ha di tepi Sungai Barito, Kab. Barito Kuala, Kalsel, dengan wilayah operasional di Kabupaten Banjar. Konsentrasi pelanggannya tinggi: PT Aero Mandiri saja menyumbang 25,38% pendapatan 2022 Tongkang dan transshipment batu bara di perairan Kalimantan. Ini aset bergerak, bukan aset "berlokasi" Cek

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[Attachment text] 3. Sawit Kode AALI, SIMP, SMAR, DSNG, TAPG, SSMS, ANJT LSIP BWPT STAA TLDN PGUN JARR NSSS Aset di Kalimantan Kebun dan PKS di Kalbar/Kalteng/Kaltim/Kalsel (porsinya berbeda per emiten) Kebun di Sumatra dan Kalimantan Kebun di Kalsel, Kalteng, Kalbar, Riau, Sumsel, dan Jambi Seluruh aset produktif di Sumut, Sumsel, Kalbar, dan Kalteng 100% Kaltim: Berau, Kutai Timur, Paser, dan Kutai Kartanegara Kebun 22.586 ha di Kabupaten Paser, Kaltim. Perumahan karyawannya ada di Desa Petagis dan Desa Langgai; "Petagis" kemungkinan salah ketik dari Petangis. Pembelinya terkonsentrasi: 92,71% penjualan Q1-2024 ke JARR Refinery dan biodiesel di Batulicin, Tanah Bumbu, Kalsel Kalteng Cek q/4/)/ 4/4/46

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[Attachment text] 4. Mineral non-batubara dan smelter Kode ANTM CITA ZINC ADMR Aset Cek Bauksit Tayan, CGA Tayan, SGAR Mempawah (Kalbar) P Bauksit Ketapang dan refinery alumina WHW (Kalbar) P Tambang timbal-seng di Kalteng P Smelter aluminium di Kaltara (lihat tabel 1) Vv 5. Infrastruktur, semen, migas, kayu Kode INTP JSMR MEDC SULI Aset Pabrik Tarjun, Kotabaru, Kalsel Tol Balikpapan-Samarinda Blok Tarakan/Simenggaris (Kaltara) Pabrik plywood di Samarinda Cek Pp p P, perlu cek status P, perlu cek status operasi

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LSIP punya kebun.

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AIMS, ga tau ngapain di kalimantan, titip aja

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TEBE

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apakah diakuisisi haji isam?

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masuk si huruf nya

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wwkwkkqakwk

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INDY MCOL

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BESS AKSI CBUT SSMS PJHB

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Hasnur (HAIS)

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AKSI

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BSSR

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BESS

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ITMG

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KKGI

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ADMR

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TEBE

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ARII

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INDY MCOL

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MBAP

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BBCA BBRI 🤣🥶🙏🙏

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NSSS

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KOTA

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SBMA TRJA

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[Attachment text] 1. Batu bara - pemilik konsesi Kode AADI ADMR/ ADRO BUMI BYAN ITMG INDY CUAN HRUM GEMS/ DSSA BSSR KKGI, TOBA Aset di Kalimantan Adaro Indonesia (Tabalong & Balangan, Kalsel), PLTU Tanjung ADMR punya lima area tambang di Kaltim dan Kalteng, serta sedang membangun smelter aluminium di Kalimantan Utara. ADRO (AlamTri) masuk lewat ADMR KPC (Kutai Timur, Kaltim), Arutmin (Kalsel) Kompleks Tabang (Kukar, Kaltim) dan aset di Kalsel Mayoritas tambang di Kaltim. Contohnya akuisisi 70% Tepian Indah Sukses, pemegang IUP 2.065 ha di Kaltim Kideco (Paser, Kaltim). MUTU sudah dijual ke CUAN Tamtama Perkasa punya konsesi 9.540 ha di Barito Utara, Kalteng. DBK berlokasi di Murung Raya, Kalteng. MUTU adalah PKP2B generasi ketiga di Kalteng seluas 24.970 ha. Secara keseluruhan, semua konsesi batu baranya ada di Kalteng dan Kaltim Tambang batu bara di Kaltim (nikelnya di Sulawesi/Maluku) Borneo Indobara (Kalsel), ditambah aset di Jambi Berpusat di Kaltim, plus aset Kalsel Kaltim (Samarinda/Kukar) Cek P v parsial P v v parsial P

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[Attachment text] MBAP MCOL BIPI ABMM PTBA UNTR Tambang di Malinau, Kaltara. Poin kritis: cadangan per Mei 2026 tinggal sekitar 3juta ton dan akan habis ditambang pada 2028, sehingga perusahaan beralih ke wood pellet dan PLTS Anak usahanya beroperasi di Kabupaten Nunukan dan Tana Tidung, Kaltara Lewat PTT Mining: 3 konsesi di Jembayan, Sebuku, dan Penajam (akuisisi 2023, status produksi saat ini perlu dicek) TIA (Kalsel) Internasional Prima Coal (Kaltim). Porsinya kecil karena mayoritas aset di Sumsel Batu bara TTA dan coking coal Suprabari (Kalteng), plus jasa Pama

Nearby

[Attachment text] 2. Jasa tambang dan logistik batu bara Kode DOID (BUMA), PTRO, MYOH, DEWA TEBE MBSS, PSSI, TPMA Aset/operasi Kontraktor di site Kaltim/Kalsel. PTRO sekarang di bawah CUAN dan punya supply base di Balikpapan Punya pelabuhan batu bara 30 ha di tepi Sungai Barito, Kab. Barito Kuala, Kalsel, dengan wilayah operasional di Kabupaten Banjar. Konsentrasi pelanggannya tinggi: PT Aero Mandiri saja menyumbang 25,38% pendapatan 2022 Tongkang dan transshipment batu bara di perairan Kalimantan. Ini aset bergerak, bukan aset "berlokasi" Cek

Nearby

[Attachment text] 3. Sawit Kode AALI, SIMP, SMAR, DSNG, TAPG, SSMS, ANJT LSIP BWPT STAA TLDN PGUN JARR NSSS Aset di Kalimantan Kebun dan PKS di Kalbar/Kalteng/Kaltim/Kalsel (porsinya berbeda per emiten) Kebun di Sumatra dan Kalimantan Kebun di Kalsel, Kalteng, Kalbar, Riau, Sumsel, dan Jambi Seluruh aset produktif di Sumut, Sumsel, Kalbar, dan Kalteng 100% Kaltim: Berau, Kutai Timur, Paser, dan Kutai Kartanegara Kebun 22.586 ha di Kabupaten Paser, Kaltim. Perumahan karyawannya ada di Desa Petagis dan Desa Langgai; "Petagis" kemungkinan salah ketik dari Petangis. Pembelinya terkonsentrasi: 92,71% penjualan Q1-2024 ke JARR Refinery dan biodiesel di Batulicin, Tanah Bumbu, Kalsel Kalteng Cek q/4/)/ 4/4/46

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[Attachment text] 4. Mineral non-batubara dan smelter Kode ANTM CITA ZINC ADMR Aset Cek Bauksit Tayan, CGA Tayan, SGAR Mempawah (Kalbar) P Bauksit Ketapang dan refinery alumina WHW (Kalbar) P Tambang timbal-seng di Kalteng P Smelter aluminium di Kaltara (lihat tabel 1) Vv 5. Infrastruktur, semen, migas, kayu Kode INTP JSMR MEDC SULI Aset Pabrik Tarjun, Kotabaru, Kalsel Tol Balikpapan-Samarinda Blok Tarakan/Simenggaris (Kaltara) Pabrik plywood di Samarinda Cek Pp p P, perlu cek status P, perlu cek status operasi

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