Bank Mandiri (BMRI IJ) - Escalating Returns and Lower Credit Costs
Bank Mandiri's upgrade to its loan growth projects speaks volumes about its confidence. With credit costs at less than 1% and ample liquidity, the...
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Banks: Attractive Entry Point Amid Valuation Derating, Supported by the Still Robust Asset Quality
With higher FY24F CoC of 3.0%, BBRI has allocated adequate provisions to address the current issue in its MSME segment. Maintain Overweight rating...
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Banks: 4M24 Banks-Only Results
Supported by lower CoF increases compared to their peers, only BBCA, BRIS, and NISP booked double digit NP growth in 4M24.
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The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
395 Views
IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some Stocks
The Indonesian indices rebalance at the close today and there will be multiple days of volume going through on some stocks.
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