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...
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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 Rakyat Indonesia (BBRI IJ): All-Round Improvements
BBRI’s 1Q23 net profits of IDR15.5tn are inline with the consensus (27% of FY22F) backed by 9.7% yoy loans growth, 7.8% NIM and lower credit costs...
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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 Rakyat Indonesia (BBRI IJ) - Set to take-off in 2022
Set to take-off in 2022Content is external broker report sourced from online content aggregator through publicly available sources and is displayed...
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