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Indonesia Selamat Pagi!

Indonesia Selamat Pagi!
Bottom-up Indonesia Insights

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04 Nov 2024 23:46

The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia

The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...

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04 Nov 2024 22:57

Vale Indonesia - Q3/24 Nickel Price Slide Offsets Cost Decline

Vale Indonesia's Q3/24 came in below expectations, as a nickel decline drove down revenue, offsetting a cost improvement, with ROE and P/B for 2024...

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bearishIndika Energy
04 Nov 2024 22:38

Lucror Analytics - Morning Views Asia

The unemployment rate was unchanged at 4.1% (4.1% e), while the average hourly earnings stood at 0.4% m-o-m (0.3% e / 0.3% revised p) and 4.0% y-o...

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04 Nov 2024 12:00

Moment Of Truth Looms For Global Rubber Market – A Possible Glut

The current question in the rubber market watchers is of the roadmap. With some recent developments in China and the EUDR implementation, going...

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Helixtap
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04 Nov 2024 10:56

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...

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