BMRI IJ Initiation: Growth at Reasonable Price!
BMRI is a profitable, less cyclical, and inexpensive option compared to other Indonesian banks, making it an attractive investment. We also believe...
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Bank Mandiri (BMRI IJ) - Setting the Pace in 2024
Bank Mandiri's guidance for 2024 is more positive than peers for loan growth, as it continues to push out is value-chain lending strategy into...
484 Views
The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
447 Views
Bank Rakyat Indonesia (BBRI IJ) - Pushing the Margins of Profitability
Bank Rakyat Indonesia's results reflected its ability to offset a tighter liquidity environment with a higher margin loan mix as it continues to...
421 Views
Bank Central Asia (BBCA IJ) - Transacting for a Hybrid Society
BCA remains a core holding amongst Indonesian banks, with conservative bank guidance of +9%-10% loan growth, stable NIMs and CoC in 2024....
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