2025 High Conviction - BMRI Strong Loan Growth at 2x Industry, Better Fees and Lower Costs/Assets
BMRI is taking market share of loans, growing strongly, with no worsening in credit metrics. Slightly lower NIM is offset by higher fees, and also...
920 Views
IDX30/LQ45/IDX80 Index Rebalance: Constituent, Float & Capping Changes
There is 1 change for the LQ45 index and 2 changes for the IDX80 index. Plus there are float and capping changes. The adds have traded higher while...
865 Views
BBNI IJ Initiation: On a Rewarding Journey to 20% ROE
BBNI IJ has stated its target of achieving an FY28e ROE of 20%, just like peers do now. Being involved in the journey can be very rewarding for...
527 Views
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...
235 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
424 Views