Bank Negara Indonesia (BBNI.IJ) Cautious View on NIM Despite Cost of Fund Improvements
We forecast a modest net profit growth of 1.8% yoy in FY26F on lower NIM, driven by softer EA yield amid lower rate and tight competition.
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Primer: Impack Pratama Industri Tbk (IMPC IJ) - Dec 2025
Dominant Market Leader with Strong Growth: Impack Pratama is a clear leader in the Indonesian plastic building materials sector, holding an...
113 Views
Primer: Wintermar Offshore Marine (WINS IJ) - Dec 2025
Wintermar is strategically positioned to capitalize on the offshore support vessel (OSV) industry upcycle, driven by rising charter rates and...
139 Views
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 5 Dec 2025
United States shows deepening slowdown with weak ISM manufacturing, falling employment, and declining private payrolls, signaling rising...
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Primer: Indo Tambangraya Megah (ITMG IJ) - Dec 2025
Impending 10% Share Buyback: A significant near-term catalyst is the planned 10% share buyback, strongly supported by a robust balance sheet...
163 Views