BBNI IJ: When Credit Growth Outruns Earning Power
BNI is Indonesia's cheapest major bank at 0.76x book. The market implies 9.9% perpetual ROE, below its 12.7%–12.9% 1H26 run-rate. We take a...
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Quiddity M&A Guide 2026: Indonesia
This insight is part of a series of M&A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters,...
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Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma
This ​Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore...
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MS-Indonesia Index Earning Revision (Sep): Barito Pacific, Bukit Asam, Adaro Andalan Indonesia
We analyzed MS-Indonesia's consensus for Sep 2026 and highlighted changes of EPS in Barito Pacific (BRPT IJ), Bukit Asam (PTBA IJ), Adaro Andalan...
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Indo Downgrade: Run Away or Buy?
​Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...
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