yudi
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Joined 2 years ago
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Indonesia Banks - Sector outlook – 4Q25F bottoming-out profits
EWIndonesia’s major state-owned-enterprise (SOE) banks will...
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Indonesia banks - Off to a decent start
EWWe reiterate our constructive view on Indonesia’s...
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Indonesia Banks - 2026F outlook – Bottoming-out earnings
EWOur constructive view on Indonesia’s banking sector...
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Indonesia Banks - Bottoming margins
EWBased on recent bank-only performance data from major Indonesian banks...
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Indonesia Banks - YTD Oct-25 results summary; looking for earnings rebound in 2026
EWIndonesia’s major banks (BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ – ...
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Indonesia Banks - YTD Sep-25 results summary
EWIndonesia’s major banks (BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ...
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Indonesia Banks - Better risk-reward profile
EWIn our recent note (Indonesian Banking Sector - Earnings risks likely priced-in...
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Indonesia Banks - Earnings risks likely priced-in
EWYTD, our covered major Indonesia banks (BBCA / BMRI / BBRI / BBNI – all rated...
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Indonesia banks - FX Deposit Rate Risk: a solution that might not be effective
EW GHThe sharp compression of the Indonesian Rupiah (IDR) vs. the United States Dollar (USD)...
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Indonesia Banks - Glass half full
EWThe recent development related to the Ministry of Finance (MoF)...
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Indonesia Banks - Boosting liquidity
EW GHOf late, major Indonesia banking stocks have been under persistent selling
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Indonesia Banks - Strengthening tailwinds
EWLiquidity conditions are turning more supportive. M2 growth has continued to...
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Indonesia Banks - Flat interest rate subsidies
EWThe government’s draft 2026 budget sets interest rate subsidies for program loans...
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Indonesia Banks - Potentially lower yield for government bonds
EWWe look at recent trends in Bank Indonesia Rupiah Securities’ (SRBI) declining yields...
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Indonesia Banks - More details on village cooperatives
EWWe take a deeper dive into the government’s recently approved ministerial...