Bank Negara Indonesia (BBNI IJ) - The Bank Has Levers to Pull On
Bank Negara Indonesia booked strong growth in fee income and a reduction in provisions which helped to offset the margin squeeze. Valuations remain...
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IDX30/​​LQ45/IDX80 Index Rebalance: BIG Flows for Some Stocks
The Indonesian indices rebalance at the close today and there will be multiple days of volume going through on some stocks.
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Banks: Solid asset quality and capital to weather macro uncertainties (OVERWEIGHT)
We estimate the big-4 banks’ FY24F earnings to be potentially 1-6% lower if the BI rate is unchanged; BBCA as the least affected bank.
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The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
402 Views
Bank Mandiri - All Cylinders Firing Strong
BMRI reveals cyclical and structural strength to such as a degree that its ROA is highest in its history. Loan growth, NPL decline, lower operating...
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