Indonesia Banks - Stable liquidity
EWOver the past year, major Indonesian banking stocks have faced selling pressure owing to several factors.
Over the past year, major Indonesian banking stocks have faced selling pressure owing to several factors.
BBRI released its bank-only Feb-25 results.
BBCA just released its bank-only Feb-25 results. Given that February is shorter than other months,
YTD 7 Mar 2025, major Indonesia banks saw heavy selling pressure from foreign investors,
We expect the Indonesia banking sector to continue to experience liquidity issues in 2025F.
We believe that small-to-mid-sized Indonesia banks will continue to face pressures from the major banks.
The Indonesia banking sector is likely to continue to face liquidity issues in 2025F,
Major Indonesia banks (BBCA/BMRI/BBRI/BBNI/BRIS) have published their bank-only Jan-25 results,
BBNI is off to a fine start in 2025. In this note, we look into its bank-only Jan-25 results
BBRI kicked off 2025 with soft bank-only results.
Bank CIMB (BNGA) has a notable position in Indonesia’s SME and consumer businesses,
BRIS is off to a solid start in 2025. The bank delivered strong Jan-25 results,
BMRI started 2025 with satisfactory bank-only Jan-25 results—
We think the Indonesia banking sector may enter a tactical tailwind period,
Post BTPS's FY24 results release, which came in below our expectations, we identify several areas of concern.