• sectoral review

    • sectoral review
    • sectoral review
      • October-2019: The Banking Industry
        We are of the view that the banking outlook is relatively stable in the medium term. This is supported by relatively stable profitability, maintained liquidity and strong capital. We expect liquidity conditions to start loosening, along with accommodative monetary policies adopted by Bank Indonesia. This is reflected by a decrease in the loan to deposit ratio and a decrease in short-term interest rates on the interbank market. More detail ...
      • August-2019: Base Metal Industry
        We see downward pressure on base metal prices in the short term in line with the prospect of a slowdown in the global economy, the tension from the trade war, and the fundamental conditions of supply and demand. The outlook for the domestic industry is highly exposed to global demand, because most of the output produced is shipped overseas as domestic absorption is limited. More detail ...
      • June-2019: Non-Life Insurance Industry
        We see the outlook of the non-life insurance industry as relatively stable. We expect growth this year to be in line with the 10% target, even though challenges remain in a number of segments. More detail ...
      • April-2019: Food & Beverage Industry
        We are of the view that the food and beverage industry will be stable in the short term. We are also of the view that growth will be prospective in the short term and higher than Indonesia's economic growth, supported by stable inflation, a level of confidence and maintained purchasing power. The per capita expenditure for packaged food and beverage products also continues to grow, driven by an increasingly urban society and changes in consumption patterns among the Indonesian people. More detail ...
      • February-2019: Multifinance Industry
        We are of the view that the growth outlook for the multifinance financing industry is still challenging. Funding is becoming tighter as interest rates increase, adding to the challenge from the disruption by financial technology companies (fintech). More detail ...
      • More ...