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  • Cashflow = equity
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  • MASA over inflated
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  • Missing out is ok part 2
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🇮🇩 8% in the 80th year – Sharpfokus Brief, August 15, 2025

As we come up to the 80th anniversary of Indonesian independence this weekend, second quarter GDP in USD terms was a matching +8% — almost 2x as fast as the US itself. At the same time, the Jakarta Composite Index is trading just below a record 8,000. 🇮🇩 Dirgahayu Republik Indonesia!

This is your one free data report for the week as promised.

Our data for you – Garuda Food GOOD.jk 🥜

Data 📊
• Average CFROA: 8%
• TTM CFROA: 10%
• Market Value Equivalent: 10%
• Leverage (Liabilities minus Cash / Assets): 41%

Performance:
Better cashflow, but CFROA now matches the market value equivalent.
Happy to see better performance and now double-digit profitability, but still not for us as we try to make Sharpfokus $1 million.
We will keep looking.

Data, not advice

Get the other 6 data reports each week – subscribe now for only IDR 100,000/month or IDR 1,000,000/year
sharpfokus.com/subscribe

⸻

8% di tahun ke-80 – Sharpfokus Brief, 15 Agustus 2025

Menjelang peringatan 80 tahun kemerdekaan Indonesia akhir pekan ini, PDB kuartal kedua dalam USD tumbuh +8% — hampir 2x lebih cepat dibandingkan AS. Sementara itu, Indeks Harga Saham Gabungan diperdagangkan sedikit di bawah rekor 8.000. 🇮🇩 Dirgahayu Republik Indonesia!

Ini adalah 1 laporan data gratis Anda minggu ini seperti yang dijanjikan.

Data kami untuk Anda – Garuda Food GOOD.jk 🥜

Data 📊
• Rata-rata CFROA: 8%
• TTM CFROA: 10%
• CFROA ekuivalen pasar: 10%
• Leverage (Liabilitas minus Kas / Aset): 41%

Kinerja:
Arus kas membaik, tetapi CFROA sekarang setara dengan nilai pasar.
Senang melihat kinerja yang lebih baik dan profitabilitas dua digit, tetapi tetap belum masuk pilihan kami dalam upaya mencapai Sharpfokus $1 juta.
Kami akan terus mencari.

Data, bukan saran

Dapatkan 6 laporan data lainnya setiap minggu – berlangganan sekarang hanya IDR 100.000/bulan atau IDR 1.000.000/tahun
sharpfokus.com/subscribe
  • Subscribe to Sharpfokus
  • HTUFS
  • 7Steps
  • Home
  • Introduction to Sharpfokus Course
  • Sharpfokus-lessons-access
  • Sharpfokus Cashflow Course
  • Lesson1-cashflow-profit
  • Lesson2-negative-cashflow
  • Lesson3-free-cashflow
  • Lesson4-cashflow-equity
  • Lesson5-CFROA
  • Lesson6-market-value
  • Example1-cashflow-profit
  • Example2-negative-cashflow
  • Example3-free-cashflow
  • Example4-cashflow-equity
  • Example5-CFROA
  • example6-market-value
  • Sharpfokus-premium-March2025
  • Sharpfokus100
  • Sharpfokus Premium Upgrade
  • March imports steady
  • TOP100
  • App
  • Notes for UI speech
  • Sharpfokus Cashflow Short Course
  • TSLA, electric cars & confidence
  • Not that leveraged after all
  • Cashflow is King speech Wework June 10, 2025
  • Cashflow is King, Wework talk
  • What’s your business worth?
  • Facts alone
  • The crown still fits
  • Where cashflow begins
  • How to make stocks cashflow sooner
  • Cashflow = equity
  • The US bull rolls on
  • Commodity quiet… for now?
  • Back to the future
  • Budget smoke & mirrors
  • Where should tax come from, top or bottom?
  • Could tariffs shift flows from gold to stocks?
  • Does Jamie Dimon subscribe to Sharpfokus?
  • Goldilocks?
  • 10 questions… & the answers
  • Mini hydro, nice idea, low return
  • Top of the Top đź’Ż
  • Back to the future
  • Free markets, by force…
  • ⚡️ 91% cheaper, but bills still rising
  • Seek & ye shall find
  • Meritocracy returns
  • Moya
  • A glance into our portfolio
  • Viral pandemonium
  • The $100 test
  • Regulations & the road to growth
  • $100 test part 2
  • Electricity s(t)hocks?
  • 8% in the 80th
  • Indonesia UK yield gap vanishes
  • When companies outgrow counties
  • Does technology help?
  • MSTR takes the prize
  • Mind the gap, NVDA
  • 30 days harh September
  • Tech: inflation’s last stop
  • Paralel prosperity
  • Gold eternal
  • My Kingdom for a coffee
  • Assembled in India
  • Depositor to lender
  • UNIQ dig, dug
  • Economic progress?
  • GZCO shallow roots?
  • PSAT dropping anchor?
  • Surprise surprise!
  • SCMA fuzzy picture
  • EMTK behind the scenes
  • Palm oil v gold
  • ARTO inverting
  • BMRI on the rebound
  • DLTA thirst quenching cashflow
  • A puff of smoke
  • RAJA hot air?
  • Apple (AAPL) per person
  • TSPC bitter pill
  • MLPT data dream
  • GGRM lighting up
  • Cashflow reality check
  • CBDK flipping
  • Stocks in gold
  • NISP second best bank
  • CPIN two sunny side up
  • LQ45 should inflate
  • DOID still digging?
  • BNLI new star, but cashflow?
  • Patriot bonds? Equity investors do it too
  • MASA over inflated
  • PIPA cashflow starts flowing
  • MKPI solid build
  • The hidden greater depression
  • ELSA medium octane cashflow
  • BIKE low or high gear?
  • Missing out is ok
  • TEBE already dug in
  • Missing out is ok part 2
  • STTP sweet enough?
  • SMDR buoyant
  • MIKA has had some work done
  • Tariffs are good