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

BANKS Indonesia Banks Erwin Wijaya Gerald Hugo

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...

BANKS Bank Mandiri BMRI BMRI JK BMRI IJ Erwin Wijaya

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

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

BANKS Indonesia Banks Erwin Wijaya

BBRI has released its bank-only Jul-25 results, which came in...

BANKS Bank Rakyat Indonesia BBRI BBRI JK BBRI IJ Erwin Wijaya

BBCA released its bank-only Jul-25 results on 19 August...

BANKS Bank Central Asia BBCA BBCA JK BBCA IJ Erwin Wijaya

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

BANKS Indonesia Banks 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

BBRI has released both bank-only and consolidated 1H25 results, whereby profits...

BANKS BBRI BBRI JK BBRI IJ Erwin Wijaya

BNGA released its 1H25 results, which were largely in line...

BANKS BNGA BNGA JK BNGA IJ Erwin Wijaya

BBCA released its 1H25 results, with headline profit of...

BANKS BBCA BBCA JK BBCA IJ Erwin Wijaya

BBNI released its 1H25 results on 25 July; the results,were...

BANKS BBNI BBNI JK BBNI IJ Erwin Wijaya

BTPS released its 1H25 results, which were largely...

BANKS BTPS BTPS JK BTPS IJ Erwin Wijaya