Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
313 Views
Bank Central Asia (BBCA IJ): Held Back by a Rich Valuation
We reiterate our HOLD call on BBCA with an unchanged GGM-derived TP of IDR8,800 (at 4.4x 2023F PBV). The 1Q23 set of results are inline with our...
277 Views
Equity Snapshot: April 05, 2023
We maintain our OVERWEIGHT call on the banking sector with inline 2M23 monthly results at the bank only level (15.8% of our FY23F).
582 Views
Banking: Still on a Solid Footing
We maintain our OVERWEIGHT call on the sector with inline 2M23 monthly results at the bank only level (15.8% of our FY23F).
611 Views
Bank Central Asia (BBCA IJ) - Heading into 2022 on cautiously optimistic mode
Heading into 2022 on cautiously optimistic modeContent is external broker report sourced from online content aggregator through publicly available...
381 Views