We remain positive on the tower sector’s long-term...

TELECOMS TBIG TBIG JK TBIG IJ Erwin Wijaya

Major Indonesia banks (BBCA/BMRI/BBRI/BBNI/BRIS) have published

BANKS Erwin Wijaya

We think the Indonesia banking sector is not going to be immune

BANKS Erwin Wijaya

BMRI has released its bank-only Feb-25 results.

BANKS BMRI BMRI JK BMRI IJ Erwin Wijaya

We expect liquidity in the Indonesia banking sector to remain tight

BANKS BTPN BTPN JK BTPN IJ Erwin WIjaya

BBNI released its bank-only Feb-25 results.

BANKS BBNI BBNI JK BBNI IJ Erwin Wijaya

Over the past year, major Indonesian banking stocks have faced selling pressure owing to several factors.

BANKS Erwin Wijaya

BBRI released its bank-only Feb-25 results.

BANKS BBRI BBRI JK BBRI IJ Erwin Wijaya

BBCA just released its bank-only Feb-25 results. Given that February is shorter than other months,

BANKS BBCA BBCA JK BBCA IJ Erwin Wijaya

Across major telcos, we anticipate growing efforts to foster a healthier market environment.

TELECOMS Erwin Wijaya

EXCL and FREN (FREN IJ, Not rated) had in 2024 officially announced a definitive agreement for a proposed merg

TELECOMS EXCL EXCL JK EXCL IJ Erwin Wijaya

YTD 7 Mar 2025, major Indonesia banks saw heavy selling pressure from foreign investors,

BANKS Erwin Wijaya

We expect the Indonesia banking sector to continue to experience liquidity issues in 2025F.

BANKS BDMN BDMN JK BDMN IJ Erwin Wijaya

We believe that small-to-mid-sized Indonesia banks will continue to face pressures from the major banks.

BANKS BBTN BBTN JK BBTN IJ Erwin Wijaya

The Indonesia banking sector is likely to continue to face liquidity issues in 2025F,

BANKS PNBN PNBN JK PNBN IJ Erwin Wijaya