Bank Neo Commerce (BBYB IJ) - Lower-Than-Expected Cost of Credits Offset Loan Book Contraction
BBYB 3Q25 solid net profit of Rp188bn (+62% qoq) were driven by lower CoC of 13.2%, bringing 9M25 to Rp464bn, exceeding our FY25 est.
147 Views
BBYB.IJ -1Q25 Earnings Beat: Significant CoC Lowering Offset the Lower PPOP
BBYB booked net profit of Rp160bn in 1Q25, up by more than tenfold both qoq and yoy, well ahead of our and consensus’ FY25F.
499 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
747 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
466 Views
Bank Neo Commerce - Turning Positive in 3Q24, Lower CoC Offsetting the Lower NIM
BBYB reported a slight net profit of Rp10bn in 3Q24 (vs. a slight net loss in 2Q24), resulting in a positive 9M24 NP of Rp4bn.
482 Views