Bank Rakyat Indonesia (BBRI IJ) - Expecting a Solid NIM
BBRI’s 5M23 net profits of IDR20.1tn (+5.1% yoy, bank only) are slightly below consensus estimates (34.2% of FY22F) backed by 10.1% yoy loans growth
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Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
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Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
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Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
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Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
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