yudi
Administrator
Joined 1 year ago
Active
-
Indonesia Banks - YTD Sep-25 results summary
EWIndonesia’s major banks (BBCA IJ, BRIS IJ, BMRI IJ, BBNI IJ and BBRI IJ...
-
Indonesia Banks - Better risk-reward profile
EWIn our recent note (Indonesian Banking Sector - Earnings risks likely priced-in...
-
Indonesia Banks - Earnings risks likely priced-in
EWYTD, our covered major Indonesia banks (BBCA / BMRI / BBRI / BBNI – all rated...
-
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)...
-
Indonesia Banks - Glass half full
EWThe recent development related to the Ministry of Finance (MoF)...
-
Indonesia Banks - Boosting liquidity
EW GHOf late, major Indonesia banking stocks have been under persistent selling
-
Indonesia Banks - Strengthening tailwinds
EWLiquidity conditions are turning more supportive. M2 growth has continued to...
-
Indonesia Banks - Flat interest rate subsidies
EWThe government’s draft 2026 budget sets interest rate subsidies for program loans...
-
Indonesia Equity Strategy - Verdhana Connect – Indonesia Macro and Banks Day
JT GH EWWe hosted Verdhana Connect – Indonesia Macro and Banks Day on 13-14 August 2025,...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo Erwin Wijaya
-
Indonesia Banks - Potentially lower yield for government bonds
EWWe look at recent trends in Bank Indonesia Rupiah Securities’ (SRBI) declining yields...
-
Indonesia Banks - More details on village cooperatives
EWWe take a deeper dive into the government’s recently approved ministerial...
-
Indonesia Banks - Launch of village cooperatives (II)
EWSince President Prabowo inaugurated the establishment of 80,081...
-
Indonesia Banks - Launch of village cooperatives
EWPresident Prabowo inaugurated the establishment of 80,081 village cooperatives...
-
Indonesia Banks - YTD May-25 results summary
EWIndonesia major banks (BBCA IJ, BMRI IJ, BRIS IJ, BBNI IJ and BBRI IJ...
-