XLSMART Telecom (EXCL IJ) (Buy) - Post-merger earnings adjustments
EWWe revise our FY25-27F earnings projections for XLSMART by...
We revise our FY25-27F earnings projections for XLSMART by...
BBNI has released its bank-only Aug-25 results, which came in...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
The sharp compression of the Indonesian Rupiah (IDR) vs. the United States Dollar (USD)...
We think BBCA’s peer-leading profitability will...
BBCA has released its bank-only Aug-25 results...
BRIS has continued to deliver strong performance...
BANKS Bank Syariah Indonesia BRIS BRIS JK BRIS IJ Erwin Wijaya
BMRI posted consolidated 1H25 results with...
The recent development related to the Ministry of Finance (MoF)...
Of late, major Indonesia banking stocks have been under persistent selling
We lower FY25-27F EPS by 1.1-4.4% to reflect the challenging...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
Following BBNI's YTD Jul-2025 results, we revise our FY25-27F...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
We revise our FY25F-27F earnings forecasts for BMRI to reflect the...
BBNI has released its bank-only Jul-25 results, which came in behind our ...
BANKS Bank Negara Indonesia BBNI BBNI JK BBNI IJ Erwin Wijaya
EXCL’s 1H25 results came in below our projections. However,...
Liquidity conditions are turning more supportive. M2 growth has continued to...