yudi
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Joined 2 years ago
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Indonesia Equity Strategy - Tactically prefer FMCG & retailers over banks
JT EWDespite the anticipated rate cut cycle, we believe Indonesia banks have limited room to lower their cost of fu
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Indonesia Banks - Debt forgiveness
NS EWAccording to recent news (LINK 1), the government is looking to provide debt forgiveness for written-off loans
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Indonesia Banks - Limited easing liquidity
NS EWDespite recent Bank Indonesia’s (BI) benchmark rate cut, funding costs may continue to inch higher
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Indonesia Banks - Assessing funding and room for repricing
NS EWBelow, we present two charts (Fig. 1 and Fig. 2) depicting the loan-to-CASA and loan-to-saving trends across I
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Indonesia banks - Easing credit risks
NS EWFollowing on our recent note on the banking sector (Indonesia Banks) in
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Indonesia Banks - Easing liquidity
NS EWWe expect easing liquidity for the Indonesian banking sector in 4Q24,
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Indonesian Banks - YTD Jul-24 Summary
NS EWMajor Indonesian banks (BBCA/BMRI/BBRI/BBNI) have published