IDX30/LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
702 Views
Bank Negara (BBNI IJ) – Downgrading to Neutral Due to Worsening Bad Loan and Interest Margin Outlook
We downgrade Bank Negara to a neutral from buy due to the poor macro-economic outlook; it is vulnerable to the worsening credit quality outlook...
280 Views
Reversal in Progress: Indonesian Financials Lose Their Shine
Indonesian Financials are under pressure, with fund ownership falling to a 4-year low. Once a strong overweight, conviction is narrowing to a few...
309 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
Indonesian Banks; We Stick with Our Key Pick Bank Negara (BBNI IJ)
We rank Indonesian banks based on our proprietary scorecard; Negara is top due to good value, credit quality, return potential and at a deep PBV...
439 Views