Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
680 Views
IDX30/LQ45/IDX80 Index Rebalance: Big Impact for BREN on Friday
There are 2 constituent changes for the IDX30 Index, 1 for the LQ45 Index, and 3 for the IDX80 Index to be implemented at the close on 30 January....
415 Views
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
LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
673 Views