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Bank Negara Indonesia Persero (BBNI IJ)
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390
Analysis
Financials
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Indonesia
PT Bank Negara Indonesia (Persero) Tbk is a state-owned bank that conducts commercial and consumer banking services.
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bearish
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Thematic (Sector/Industry)
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19 Apr 2024 18:57
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Broker
Banks: Solid asset quality and capital to weather macro uncertainties (OVERWEIGHT)
We estimate the big-4 banks’ FY24F earnings to be potentially 1-6% lower if the BI rate is unchanged; BBCA as the least affected bank.
BRI Danareksa Research
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440 Views
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bullish
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Cross Asset Strategy
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16 Apr 2024 00:42
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
Angus Mackintosh
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284 Views
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bullish
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Bank Mandiri Persero
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26 Mar 2024 09:52
Bank Mandiri - All Cylinders Firing Strong
BMRI reveals cyclical and structural strength to such as a degree that its ROA is highest in its history. Loan growth, NPL decline, lower operating...
Daniel Tabbush
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317 Views
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bullish
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Cross Asset Strategy
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12 Mar 2024 21:19
Cross ASEAN Ground Zero - BNPL Is the New P2P, PropertyGuru's Vulnerability, and Difficult Logistics
This week we look at the changing fortunes of Fintech, as BNPL continues to show promise and P2P sinks deeper into difficult territory, exemplified...
Angus Mackintosh
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297 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2024 21:02
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Broker
Banks: FY24 Earnings Growth Outlook Still Intact Despite the Tight Liquidity in 1Q24
We expect the pressure on NIM to persist in 1Q24 driven by a higher CoF, arising from lower excess liquidity. We expect the big-4 banks to still...
BRI Danareksa Research
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206 Views
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