Indonesia Banks - Liquidity conditions improving; sector positioned for asymmetrical upside
EWAs previously noted in our reports Asymmetrical Upside Risks and...
As previously noted in our reports Asymmetrical Upside Risks and...
ARTO released its 1Q25 results, which were pretty solid, in our opinion...
Bank Indonesia (BI) has cut its benchmark rate by 25bp to 5.50%,...
BBCA just released its bank-only Apr-25 results. Overall, we think...
Over the past year, major Indonesia banking stocks have been...
Indonesia’s major telco companies...
MTEL has released its 1Q25 results, which were in line with our projections...
Indonesia banks have published their bank-only YTD Mar-25 results...
BRIS continued to deliver strong performance...
ISAT released expected 1Q25 results...
Telkom has released 1Q25 results...
BMRI posted consolidated 1Q25 results...
BBRI kicked off 2025 with soft 1Q25...
We remain positive on the long-term organic...
Bank CIMB Niaga (BNGA) has a notable position...