Thian

"Second-life change"
IHSG-holic. Suka banget sama 김다미.

[Thian @Thiiian]

MBG

[Thian @Thiiian]

@Cheytax_1 Wild 🔥🔥🔥

[Thian @Thiiian]

@angga_fzn Goblok

[Thian @Thiiian]

Jadi gini, udah siap jogging nyore malah kepotong ujan.

[Thian @Thiiian]

@pinkbourbon8898 Deym.... When yh

[Thian @Thiiian]

@asaprosul Happy wedding om Rosul

[Meridian Research Indonesia @meridian_rsrch]

Our 21st letter is live!

Indosat wants to be an AI infrastructure company, not just a telco. We ran the numbers. Does the capex actually pay off? $ISAT

Also, everyone’s celebrating Indonesia auto market right now, car sales up 33% YoY, sharpest recovery in years. But a bigger story lies underneath.

Everything is broken down in this week’s letter.

We also made some changes to our weekly basket, rotating into something we find more interesting than the previous week.

Full update and the latest basket are inside the letter. Already sent to M by Meridian subscribers.

Subscribe today so you don't miss the next one!

#MeridianResearch

[Thian @Thiiian]

Okelah 8/10

[Thian @Thiiian]

#Stupidsimple

[Thian @Thiiian]

itadakimasu 🍽️

[Meridian Research Indonesia @meridian_rsrch]

Letter #20 is here!

Indonesian banks are lending again, fast. Loans grew 12.1% YoY, but deposits only 8.1%. State-bank lending is running at roughly 26%, while private banks are barely growing. The credit cycle is back, but funding is getting more expensive.

Meanwhile, Gold rallied 14% MTD after Treasury buybacks pushed yields lower. Yields are already reversing ahead of Jackson Hole, making the short-term rally more fragile, even as central-bank buying continues to support the longer-term case.

1. Strong credit growth, expensive funding.
2. Strong Gold rally, rising yields.

We break down both in Meridian Letter #20.

We also made some changes to our weekly basket, rotating into something we find more interesting than the previous week. Full update and the latest basket are inside the letter.

Already sent to M by Meridian subscribers. Subscribe today so you don't miss the next one.

#MeridianResearch

[Thian @Thiiian]

In this economy kopi 12k promo jadi 7k

[Meridian Research Indonesia @meridian_rsrch]

Whoa! Please help us report the account @_meridian_rsrch

Just to be clear, this is not us and is not affiliated with Meridian.

Really appreciate the help. Thank you! 🫶🫶

[Thian @Thiiian]

@meridian_rsrch @_meridian_rsrch Deym sudah mulai pads keluar yg begituan

[Thian @Thiiian]

@laptopsiuwil Ambil s2

[Thian @Thiiian]

@marvelle_danny When yh desil 10

[Thian @Thiiian]

@existnihilsm @TradingDiary2 Kurang kurangin beli barang pake bank wkwkwk either cash or e-wallet i think, karena narik datanya by NIK kan... Gw assume gtu

[Thian @Thiiian]

Oke, mari isi long weekend.

[Thian @Thiiian]

0.01 10 pips

[Thian @Thiiian]

@jagonyakeju @profesor_saham Tajir melintir berarti kaya pp