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Bank BJB (BJBR IJ)
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30
Analysis
Financials
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Indonesia
PT Bank Pembangunan Daerah Jawa Barat dan Banten Tbk is a commercial bank. The bank offers a wide range of banking products and services.
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bullish
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Bank BJB
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04 Nov 2020 22:37
BJBR: Positive Fundamental Momentum at a Decent Valuation
BJBR is cheap by Indonesian bank standards but increasingly attractive versus EM banks given the dynamics of the Indonesian market and its own high...
Paul Hollingworth
247 Views
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bullish
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Thematic (Sector/Industry)
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26 Aug 2020 09:07
Asia Banks – Oversized Dividends
There are many banks globally that have restricted dividends. This is less apparent in Asia. Even so, we are less concerned with temporary...
Daniel Tabbush
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283 Views
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bullish
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Bank Central Asia
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08 Jul 2020 17:29
BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
Daniel Tabbush
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394 Views
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bearish
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MSCI ACWI Index
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04 Jan 2019 10:27
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
Vermilion Research
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726 Views
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bearish
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Thematic (Sector/Industry)
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13 Nov 2018 00:25
INDO Snippets: LQ45 and IDX30 Rebalancing Impact, 3Q18 CAD, Money Changer Out Of USD
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
Jessica Irene
870 Views
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