Ajaib says iPhone 18 launch may lift Indonesia gadget retailers Erajaya, Mitra Adiperkasa shares
AAPL•Expected timing and relative sensitivity
The iPhone 18 impact is expected to skew to Q4 2026–Q1 2027 in Indonesia; Ajaib sees faster sensitivity for ERAA than diversified MAPI.
Ajaib sees iPhone 18 as near-term catalyst
PT Ajaib Teknologi Indonesia flagged the iPhone 18 as a near-term catalyst for Indonesia gadget retailers Erajaya (ERAA) and Mitra Adiperkasa (MAPI).
Apple’s “Surprise and shine” event is set for Sept. 9, 2026 at 10:00 a.m. US time, or Sept. 10 at 12:00 a.m. WIB.
Retail sales trends support premium-launch leverage
ERAA’s 1H 2026 smartphone unit sales rose 6% to 5,350,000; average selling price increased 10%, supporting leverage to premium launches.
MAPI’s Q1 2026 same-store sales growth hit 13.3% on strong iPhone-led digital sales; it normalized to 3.3% in Q2.
