MS-Indonesia Index Earning Revision (Dec): Indo Tambangraya Megah, Bumi Resources Minerals
We analyzed MS-Indonesia's consensus for Dec 2025 and highlighted changes of EPS in Indo Tambangraya Megah (ITMG IJ), Bumi Resources Minerals (BRMS...
240 Views
IDX30/LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
857 Views
Bank Jago (ARTO.IJ) - 2Q25 Earnings Miss, Despite Record Profit on Lower Provisions
ARTO posted 2Q25 net profit growth of +11% qoq/ +136% yoy, resulting in 1H25 NP of Rp127bn (+154% yoy), but below our/cons ests.
429 Views
EM Neobanks – Pairs Trade; Long Inter and Short Nubank
Brazilian neobanks present compelling opportunities, with Inter recommended as a long and Nubank as a short based on their weighted scorecard...
485 Views
IDX30/LQ45/IDX80 Index Rebalance: Few Changes
There is 1 constituent change for the IDX30 and 2 for the IDX80, nothing for the LQ45. Flow and impact are material for the IDX30 index changes.
729 Views