Indonesian Banks Screener; Negara Remains the Stand Out
​We stick with Bank Negara and Bank Mandiri as buys, given their low PE multiples and attractive PEG ratio; Bank Rakyat's cost of risk and returns...
537 Views
Bank Central Asia (BBCA IJ) - Batting Above Average
Bank Central Asia (BBCA IJ) released another set of positive numbers in 3Q2023, outperforming the overall sector on loan and CASA growth, allowing...
700 Views
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
1.3k Views
Barito Renewables IPO Trading - Peers Look More Attractive Instead
Barito Renewables (2306028D IJ) raised around US$200m in its Indonesian IPO, after pricing at the top end of its IPO range at IDR780/share. In this...
652 Views
Banking - Growth in TD While Awaiting Liquidity Improvements
With the market awaiting liquidity improvements, the rising trend in the LDR and TD growth may persist in Sep 23 in our view. Our sector and stock...
557 Views