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Indonesia Selamat Pagi!
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Indonesia Selamat Pagi!
Bottom-up Indonesia Insights
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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 11:30
Thematic Report: Slowdown in India's Credit Sector
RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...
Nimish Maheshwari
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39 Views
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bullish
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Cross Asset Strategy
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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...
Angus Mackintosh
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176 Views
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bearish
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Vale Indonesia Tbk
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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...
Graeme Cunningham
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120 Views
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bearish
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Indika Energy
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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...
Lucror Analytics
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106 Views
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bullish
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SGX Rubber Future TSR20
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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...
Helixtap
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196 Views
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