Bank Central Asia (BBCA IJ) (Buy) - Lowering earnings estimates by ~2%
EWWe revise down our FY26-28F earnings estimates for BBCA by...
We revise down our FY26-28F earnings estimates for BBCA by...
We lower FY25-27F EPS by ~3-15% to incorporate...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
The Indonesian government, through the Ministry of Finance (MoF), has planned to...
BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya
TBIG delivered a steady FY25 with revenue of...
TELECOMS Tower Bersama Infrastructure TBIG TBIG JK TBIG IJ Erwin Wijaya
TOWR posted FY25 revenues of IDR13.3tn (+4.6% y-y; 103% of our forecast)...
TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya
Indonesia’s major banks — BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ...
Bank Jago (ARTO) released its FY25 results, which were...
We expect the Indonesia banking sector to continue...
BTPS released its FY25 results, which were...
We expect the Indonesia banking sector to continue...
BANKS Bank Danamon Indonesia BDMN BDMN JK BDMN IJ Erwin Wijaya
BBCA’s 2026 AGMS (annual general meeting of shareholders)...
Bank CIMB Niaga has a notable position in Indonesia’s SME...
We believe the recent decision by the Mahkamah Konstitusi...
Indonesia’s major banks — BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ...
BRIS is off to a solid start in 2026. The bank delivered...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya