Banks: Moderating FY24 Growth, but Intact Fundamentals Shall Support High Growth to Resume in FY25
We expect a temporary deceleration in banks’ FY24 earnings growth, driven by slower loan growth, in-line with past trend in election year.
314 Views
Indonesian Banks Screener; Negara Remains the Stand Out
We stick with Bank Negara and Bank Mandiri as buys, given their low PE multiples and attractive PEG ratio; Bank Rakyat's cost of risk and returns...
436 Views
The Week That Was in ASEAN@Smartkarma - Siloam International Intl Hospitals, Bank Rakyat, and MrDIY
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
333 Views
Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI, IDX, Japan Positioning
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
737 Views
Bank Rakyat Indonesia (BBRI IJ) - Forging a Healthier Future
Bank Rakyat Indonesia (BBRI IJ) remains the most direct way to get exposure to greater financial inclusion and the underbanked in Indonesia....
586 Views