Bank Rakyat Indonesia (BBRI IJ) FY26 Outlook: Continuing to Focus on Asset Quality...
We believe the potential removal of KUR graduation scheme should have a limited impact if the quota and rate subsidy remain steady.
169 Views
Breaking the Range: EM Reclaims Attention in Global Portfolios
EM allocations are breaking out in Global portfolios, led by Taiwan and China & HK. Underweights are narrowing, but exposure remains...
134 Views
Bank Rakyat Indonesia (BBRI IJ) 2Q25 Earnings Miss...
BBRI’s 2Q25 net profit fell 8% qoq/ 9% yoy, bringing 1H25 NP to Rp26.3tr (-12% yoy), below cons est. at 45% of FY25F, on cost pressure.
377 Views
Bank Rakyat Indonesia (BBRI IJ) - KTA from Pegadaian’s Galeri 24 Site Visit (NOT RATED)
Galeri 24’s profitability continues to grow rapidly as shown by its net profit of Rp250bn in 1Q25, reaching 50% of its FY25 target.
252 Views
BBRI IJ - 1Q25 Earnings: Elevated CoC Pressuring Bottom Line (NOT RATED)
BBRI reported 1Q25 net profit of Rp13.7tr (-9% qoq, -14% yoy), dragged by CoC of 3.5%, but still relatively in line with consensus’ (23% of FY25F).
554 Views