BFI Finance Indonesia (BFIN IJ) - On a Convincing Turn
BFI Finance Indonesia booked a strong finish to FY2024, as bookings increased by YoY and HoH, with the NPF ratio falling at the same time leading...
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Indonesian Banks Screener; Bank Negara (BBNI IJ) Stands Out
​Negara's modest valuations, improving returns and efficiency ratio over the medium term to drive share re-rating; Mandiri is attractive on...
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Banks: Beware of Catching the Falling Knives (NEUTRAL)
Bank valuations have derated, but PBV valuations have yet to hit bottom in the past two downcycles, i.e., 2015-2016 and 2019-2020.
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BRIS - Strong Numbers Just Out, Asset Growth High, Credit Costs Low, Fees Doing Well
BRIS just released its 4Q24 results, with strong numbers. Asset growth is high, credit costs are down, fee income is improving.
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Equity Strategy: External Risks Loom...
Amid the possibility of further tariffs to be imposed by Trump, we think key risk to watch remains on EM currency and market risk-offs.
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