Indonesia: Sentiment Weakens as Key Sectors and Stocks Lose Ground
Indonesia's exposure among EM funds is beginning to taper, with 2.3% of funds closing positions and 6.3% shifting to underweight over the past six...
562 Views
The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Adaro Energy (ADRO IJ), Bangkok Dusit Medical Services (BDMS TB), Lippo Karawaci...
564 Views
Banks: Better Liquidity to Support NIM Amid the Potential Continuous Tight Competition in Lending
BI has decided to cut its benchmark rate by 25bps favoring the banks that have seen the most increase in CoF, i.e., BBRI and BBNI.
362 Views
The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
507 Views
Banks: Attractive Entry Point Amid Valuation Derating, Supported by the Still Robust Asset Quality
With higher FY24F CoC of 3.0%, BBRI has allocated adequate provisions to address the current issue in its MSME segment. Maintain Overweight rating...
368 Views