Banks: Moderating FY24 Growth
We expect a temporary deceleration in banks’ FY24 earnings growth, driven by slower loan growth, in-line with past trend in election year.
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Equity Research – Sector Update: Banks
We expect a temporary deceleration in banks’ FY24 earnings growth, driven by slower loan growth, in-line with past trend in election year.
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Banks: Moderating FY24 Growth, but Intact Fundamentals Shall Support High Growth to Resume in FY25
We expect a temporary deceleration in banks’ FY24 earnings growth, driven by slower loan growth, in-line with past trend in election year.
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Indonesian Banks Screener; Negara Remains the Stand Out
​We stick with Bank Negara and Bank Mandiri as buys, given their low PE multiples and attractive PEG ratio; Bank Rakyat's cost of risk and returns...
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The Week That Was in ASEAN@Smartkarma - Siloam International Intl Hospitals, Bank Rakyat, and MrDIY
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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