Bank Negara Indonesia (BBNI IJ) - Increasingly Quality Focused Through a Digital Lens
BBNI continues to focus on growing the quality of its corporate loan book, whilst de-risking its smaller sized loans, and growing consumer...
630 Views
Indofood CBP Sukses Makmur (ICBP IJ) - Enjoying Higher Margins
Looking ahead to 2H23, however, stronger export markets, increasing government spending and elections/festive events in the domestic market should...
591 Views
Indofood CBP Sukses Makmur(ICBP IJ): Margins Improvement on the Cards
2023 should be another good year for consumer companies including ICBP as we expect back-to-normal activities. With aggressive price increases in...
662 Views
Monde Nissin: The Investment Case
The sentiment is weak due to the large impairment charges. The valuation is undemanding (SOTP valuation of PHP10.21) and will prove attractive to...
642 Views
IDX30/LQ45/IDX80 Index Rebalance: 4 Days to Implementation
There are 3, 6 and 7 changes for the IDX30, LQ45 and IDX80 indices. There are only 4 days to implementation and multiple days ADV to trade on a lot...
1.1k Views