Bank Rakyat Indonesia (BBRI.IJ): Robust Loan Growth and Lower Opex Amid Higher Provisions
Bank Rakyat Indonesia (BBRI IJ)2Q26 Earnings: Beat; Robust Loan Growth and Lower Opex Amid Higher Provisions. BBRI posted net profit of Rp15.3tr in...
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Macro Strategy: The Fed Tightens: Can BI Hold the Line?
The Fed Tightens: Can BI Hold the Line? The curve prices in another hike, but historical patterns suggest a more measured yield adjustment than in...
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Bank Rakyat Indonesia (BBRI IJ) FY26 Outlook: Continuing to Focus on Asset Quality...
We believe the potential removal of KUR graduation scheme should have a limited impact if the quota and rate subsidy remain steady.
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Equity Strategy: Repricing the Risk; Potential Tactical Reliefs to Emerge
We see JCI earnings-yield-to-bond spread of 242bps to have priced in a bear scenario. We revise FY26 JCI target to 7,200. Repricing the risk.
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BRIDS Market Pulse: Foreign Investors Ownership on Large-Cap ‘fundamental’ Stocks
JCI gained 5% w-w and closed above the psychological level of 9k, supported by gains in fundamental stocks TLKM, big-cap banks (BMRI, BBRI, BBNI)...
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