Bank Rakyat Indonesia (BBRI IJ) - Ultra Attractive
Foreign ownership and vaulations are back to 2015 lows apart from the pandemic at 2.1x PBV is also a 10-year ex-pandemic low of 1.8x, and trades on...
827 Views
Bank Central Asia (BBCA IJ) - Tempering 2025 Expectations
A company visit with Bank Central Asia (BBCA IJ) in Jakarta revealed a more cautious view on loan growth looking into 2025, with expectations for...
816 Views
Indonesian Banks Screener; Stick with Bank Negara (BBNI IJ) And Bank Mandiri (BMRI IJ)
​We like Negara and Mandiri; Negara stands out on valuation and is starting to deliver stronger returns, whilst Mandiri is attractive on PE...
811 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
535 Views
Bank Rakyat Indonesia (BBRI IJ) 3Q24 Earnings
BBRI reported net profit of Rp15.4tr in 3Q24, bringing its 9M24 NP to Rp45.1tr (+2% yoy), in line with consensus FY24F. CoC rose to 3.2% in 3Q24...
357 Views