Indonesia banks - Easing credit risks
NS EWFollowing on our recent note on the banking sector (Indonesia Banks) in
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Bank Negara Indonesia - BBNI IJ -Buy- Rolling forward valuation to 2025F
NS EWBBNI’s YTD Jul-24 results suggest minor operating improvement for the bank.
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Bank Syariah Indonesia - BRIS IJ -Buy- Plenty of growth drivers
NS EWBRIS’s share price has had a good run (YTD +78%), and post-merger, it has reached an all-time high of IDR3,10
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Indonesia Banks - Easing liquidity
NS EWWe expect easing liquidity for the Indonesian banking sector in 4Q24,
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Bank Syariah Indonesia -BRIS IJ- Buy - YTD-Jul24 profit boosted by lower CoC
NS EWBRIS has released its YTD Jul-24 results, with headline profit of IDR3.9tn
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Bank Syariah Indonesia BRIS IJ - Buy - 2Q24 - Solid results with low CoC
NS EWBRIS continued to deliver solid 2Q24 bottom line performance with the numbers coming
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Indonesian Banks - YTD Jul-24 Summary
NS EWMajor Indonesian banks (BBCA/BMRI/BBRI/BBNI) have published
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Bank Mandiri -BMRI IJ- Buy - Jul-24 results in line with forecast
NS EWBMRI released its bank-only Jul-24 results with monthly earnings
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Bank Mandiri -BMRI IJ- Buy - Better stability in ROE ROA Re-rating to continue
NS EWThese improvements were largely driven by the bank’s increased
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Bank Central Asia -BBCA IJ- Buy - Steady growth reiterate Buy new TP IDR13200
NS EWIt is considered as the largest privately owned bank in Indonesia.
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Bank Rakyat Indonesia -BBRI IJ- Buy - ROAE uptrend on positive micro trends
NS EWRolling forward to 2025F book-value; raise TP to IDR6,300
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Bank Rakyat Indonesia -BBRI IJ- Buy - YTD Jul-24 bank only results - steady progress
NS EWBBRI posted its Jul-24 bank-only results, which showed decent improvement
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Bank Negara Indonesia BBNI IJ - Buy - Operating 1H24 results were below
NS EWBBNI released its 1H24 results with headline profit of IDR10.7tn (+3.8% y-y), accounting for 50% of our FY24
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Bank Rakyat Indonesia -BBRI IJ- Buy - Towards more commercial micro
NS EWBased on the Indonesia government’s latest 2025 budget, we think there will potentially be less exposure to
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Bank Central Asia BBCA IJ - Buy - Solid YTD Jul-24 results
NS EWBBCA’s bank-only Jul-24 earnings of IDR4.9tr (+1% m-m / +17% y-y) brings YTD Jul-24 headline profit to