yudi
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Joined 11 months ago
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Bank Indonesia has made a surprise 25bp benchmark rate cut to 5.75%.
Overall, the bank sees improvements in its micro segment,
In this Nusantara (previous one on e-bike here), we provide our findings from our on-the-ground survey
According to BBRI, the government has finalized the KUR (People’s Business Credit) disbursement target of IDR3
Conglomerates play a crucial role in nation-building. In this report, we analyze the businesses, profitability
Going into 2025, our view on the Indonesia banking sector remains largely intact
In this note, we take a closer look at the asset quality trends of major Indonesia banks and BRIS (Bank Syaria
We reduce FY24F/25F/26F earnings estimates by 20%/12%/5.1% as JIIPE (Java Integrated Industrial and Port Estat
POWER UTILITIES AKRA AKRA JK AKRA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
We cut our FY24F/25F/26F earnings estimates for DRMA by 6.5%/9.0%/9.3% on likely subdued 4W wholesales in 2024
AUTOS AUTO PARTS DRMA DRMA JK DRMA IJ Jupriadi Tan David Tjahjadi Gerald Hugo
Over the past 18 years (i.e. since the start of intense cellular sector competition in Indonesia; 2007-2024),
In our recent note on BBRI, we wrote that the bank may face maturing micro/ultra-micro segments in coming year
BBCA released its bank-only YTD Nov-24 results with headline profit of IDR50.5tn (+14% y-y),
EXCL and FREN (FREN IJ, Not rated) have officially announced a definitive agreement for a proposed merger,
Telecoms XL Axiata EXCL EXCL JK EXCL IJ Nicholas Santoso Erwin Wijaya
Going into 2025F, we see continued headwinds for Jago (and other digital banks),
On 6 December, we were invited to visit Arwana Citramulia’s Plant 2 in West Java to observe and learn about AR