2025 High Conviction - BMRI Strong Loan Growth at 2x Industry, Better Fees and Lower Costs/Assets
BMRI is taking market share of loans, growing strongly, with no worsening in credit metrics. Slightly lower NIM is offset by higher fees, and also...
189 Views
BCA - Focus on LDR, Which Had Historically Been a Problem, Too Low, With Stable Credit Metrics
BCA is seeing its LDR rise in recent quarters and the rise in 3Q24 alone is even stronger than preceding quarters. Credit metrics remain strong,...
417 Views
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...
309 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
572 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
291 Views