Banks: Middle Income Trapped (NEUTRAL)
Investment loans continue to be the backbone of growth and asset quality, while deteriorating consumer asset quality persisted in 1H25.
179 Views
Banks: USD Deposits and IDR Liquidity...
Amid the bottoming liquidity, we retain Neutral rating on the sector with BBCA as our LT stock pick as we remain cautious on asset quality.
182 Views
Banks: Liquidity Support, Asset Quality Risk: A Double-Edged Sword (NEUTRAL)
Amid the bottoming liquidity, we retain Neutral rating on the sector with BBCA as our LT stock pick as we remain cautious on asset quality.
212 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...
788 Views
Banks: Deteriorating Household Loans’ Asset Quality (NEUTRAL)
Maintain Neutral rating on the sector with BBCA as our top pick, followed by BTPS, on their earnings momentum and lesser ownership.
174 Views