BBTN IJ - Pioneering Financial Inclusion Through the New Govt. Housing Program;
Aligned with the government housing program, BBTN is poised to capture growth in the subsidized mortgage segment. We believe the newly proposed...
158 Views
Midi Utama Indonesia - Maintaining Momentum with Solid SSSG and Store Expansion and Repurposing
Post 9M24 result, we estimate ~Rp33bn sunk cost and have revised our FY24/25F NP by 14.5%/8.5%, resulting in flat FY24 NP but +30% yoy in FY25.
134 Views
Consumer: FY25 Outlook: Growth Drivers from Supported Purchasing Power and Strategic Pricing
We expect higher minimum wages in FY25 and a positive impact from purchasing power and govt’s meal program to create more jobs.
130 Views
Midi Utama Indonesia : Maintaining Momentum with Solid SSSG and Store Expansion and Repurposing
Post 9M24 result, we estimate ~Rp33bn sunk cost and have revised our FY24/25F NP by 14.5%/8.5%, resulting in flat FY24 NP but +30% yoy in FY25.
242 Views
BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
212 Views