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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JCNC Is Overstretched Vs. Astra
If you had set up the stub, I would be unwinding here. I'd look to reverse the stub as and when the current momentum reverses.
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Indonesia: Set to Accelerate Amid the OECD Recession, Helped by Twin Surpluses
With a BoPCA surplus of 0.6% & fiscal surplus of 0.9% of GDP in 1H2022, Indonesia is able to provide a big fiscal stimulus over the next year. EPS...
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Indonesia the Latest Safe Haven to Buckle with KLSE in Pursuit
Hiding spots that are coming under pressure - Indonesia's JKSE just cracked key support that makes the USD/IDR one of the last holdouts to see a...
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The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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