Bank Central Asia (BBCA.IJ): Higher Volume and Better Asset Quality to Drive Earnings Growth
Driven by lower earning asset yield amid lower interest rate environment, offsetting the lower CoF, we expect lower NIM for FY26F.
319 Views
Asian Equities: Rebalancing Our Model Portfolio - More to India and ASEAN
Our Model Portfolio has risen 17% since inception, same as MXASJ. Drops in tech & defense stocks drove recent underperformance. We adjust our...
324 Views
Bank Central Asia (BBCA.IJ) 2Q25 Results: In Line Earnings Underpinned by Solid Loan Growth
Management raised FY25F CoC guidance to 0.3-0.5% while maintaining loan growth and NIM guidance at 6-8% yoy and 5.7-5.8%, respectively.
159 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
787 Views
Bank Central Asia (BBCA IJ) - Thriving Through Transactions
Bank Central Asia booked a strong set of numbers in 1Q2025, driven by strong loan growth and healthy growth in CASA and despite an increase in...
526 Views