Indonesia: Macro Stability and Attractive Valuations Create a Buying Opportunity
Equity valuations (11.75x trailing PER) are attractive (vs 20yr mean of 16.2x). Shrinking CAD helps stabilize IDR, likely allowing a rate cut this...
220 Views
LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
335 Views
Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
386 Views
BBNI IJ Initiation: On a Rewarding Journey to 20% ROE
BBNI IJ has stated its target of achieving an FY28e ROE of 20%, just like peers do now. Being involved in the journey can be very rewarding for...
337 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
3.9k Views