Possible Positive ST Sentiment from the Likelihood of a One-Round Presidential Election
We maintain our FY24-end JCI target of 7,830 and see themes to play ST sentiment on big caps, select metals and cons. discretionary proxies.
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Bank Negara Indonesia (BBNI IJ) - Big on Aspirations
BBNI remains an interesting proxy for Indonesia's economy, with digital banking helping to drive returns. Valuations remain below peers but the...
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BMRI IJ Initiation: Growth at Reasonable Price!
BMRI is a profitable, less cyclical, and inexpensive option compared to other Indonesian banks, making it an attractive investment. We also believe...
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Bank Mandiri (BMRI IJ) - Setting the Pace in 2024
Bank Mandiri's guidance for 2024 is more positive than peers for loan growth, as it continues to push out is value-chain lending strategy into...
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The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
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