Banks: Deteriorating Household Loans’ Asset Quality (NEUTRAL)
Maintain Neutral rating on the sector with BBCA as our top pick, followed by BTPS, on their earnings momentum and lesser ownership.
222 Views
BRIDS Market Pulse: Chart of the Week – Telco Sector 5-Year EV/EBITDA
The week’s positive performance brought JCI to a 1.2% YTD increase, better than majority of ASEAN EM peers, while foreign investors were still at...
317 Views
BRIDS Market Pulse: Chart of the week – Domestic Funds’ Positioning in Key Sectors
JCI declined by -0.9% w-w, underperforming regional EM peers, driven by a correction in the banking sector (-5.9% w-w) following weaker-than...
390 Views
BRIDS Market Pulse : Chart of the Week – JCI Vs. IDR
The Indonesian equity market saw continuation of foreign funds inflow (US$131mn) while majority of EM markets experienced outflows during the week.
446 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
557 Views