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...
204 Views
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...
258 Views
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...
288 Views
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...
266 Views
Bank Syariah Indonesia (BRIS IJ): Maintain Looking to Make Further Progress
Bekasi Fajar Industrial Estate (BEST.IJ IDR 150 HOLD.TP IDR 140) Solid revenues recognition to startContent is external broker report sourced from...
308 Views