In our recent note (Indonesian Banking Sector - Earnings risks likely priced-in...

BANKS Indonesia Banks Erwin Wijaya

YTD, our covered major Indonesia banks (BBCA / BMRI / BBRI / BBNI – all rated...

BANKS Indonesia Banks Erwin Wijaya

The sharp compression of the Indonesian Rupiah (IDR) vs. the United States Dollar (USD)...

BANKS Indonesia Banks Erwin Wijaya Gerald Hugo

The recent development related to the Ministry of Finance (MoF)...

BANKS Indonesia Banks Erwin Wijaya

Of late, major Indonesia banking stocks have been under persistent selling

BANKS Indonesia Banks Erwin Wijaya Gerald Hugo

Liquidity conditions are turning more supportive. M2 growth has continued to...

BANKS Indonesia Banks Erwin Wijaya

The government’s draft 2026 budget sets interest rate subsidies for program loans...

BANKS Indonesia Banks Erwin Wijaya

We hosted Verdhana Connect – Indonesia Macro and Banks Day on 13-14 August 2025,...

EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Erwin Wijaya

We look at recent trends in Bank Indonesia Rupiah Securities’ (SRBI) declining yields...

BANKS Indonesia Banks Erwin Wijaya

We take a deeper dive into the government’s recently approved ministerial...

BANKS Indonesia Banks Erwin Wijaya

Since President Prabowo inaugurated the establishment of 80,081...

BANKS Indonesia Banks Erwin Wijaya

President Prabowo inaugurated the establishment of 80,081 village cooperatives...

BANKS Indonesia Banks Erwin Wijaya

Indonesia major banks (BBCA IJ, BMRI IJ, BRIS IJ, BBNI IJ and BBRI IJ...

BANKS Erwin Wijaya

We anticipate soft 1H25F results for...

BANKS Erwin Wijaya

Charts below provide the latest updates on SRBI...

BANKS Indonesia Banks Erwin Wijaya