Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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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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Bank Mandiri (BMRI IJ): CASA Games Going Strong
We maintain our BUY call on BMRI with an unchanged GGM-derived TP of IDR6,000 (implying 2.3x 2023F PBV) post the decent 1Q23 results.
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Banking: Still on a Solid Footing
We maintain our OVERWEIGHT call on the sector with inline 2M23 monthly results at the bank only level (15.8% of our FY23F).
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Bank Mandiri (BMRI IJ) - Set to post another record high earnings in 2022
Set to post another record high earnings in 2022Content is external broker report sourced from online content aggregator through publicly available...
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