Be Wary of High LDR Banks at Present
A likely Russian credit and currency crisis, the weakening Euro and ineptitude of BoJ combine to create a world of worry in markets and bank...
542 Views
MS-Indonesia Index Earning Revision (Feb): Bank Mandiri, Merdeka Copper Gold, Gudang Garam
We analyzed MS-Indonesia's consensus for Feb 2026 and highlighted changes of EPS in Bank Mandiri, Merdeka Copper Gold, Gudang Garam, Medco Energi...
374 Views
Bank Tabungan Negara (BBTN.IJ): Robust Earnings Growth While CoF and CoC Stayed Elevated
BBTN posted net profit of Rp803bn in 2Q25 (-11% qoq, +25% yoy) bringing its 1H25 NP to Rp1.7tr (+14% yoy), in line with our/cons FY25F.
227 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
966 Views
IDX30/LQ45/IDX80 Index Rebalance: Few Changes
There is 1 constituent change for the IDX30 and 2 for the IDX80, nothing for the LQ45. Flow and impact are material for the IDX30 index changes.
729 Views