BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
862 Views
INDO Snippets: LQ45 and IDX30 Rebalancing Impact, 3Q18 CAD, Money Changer Out Of USD
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
1k Views
Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go
Excellent opex control reinforces our view on high quality management of Bank Tabungan Pensiunan Nasional (BTPN IJ). BTPN has again reinvented...
504 Views
Bank Tabungan Pensiunan Nasional: With Fundamentals Remaining Solid, Further Upside Seen
Having revisited Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ)'s fundamentals, we believe that things are not as bad as 2017 headline numbers...
278 Views