Added to YB: 2025-03-18
Pitch date: 2025-03-16
BBRI.JK [neutral]
PT Bank Rakyat Indonesia (Persero) Tbk
+1.6%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
PT Bank Rakyat Indonesia (Persero) Tbk provides various banking products and services in Indonesia and internationally.
Market Cap
IDR 564.9T
Pitch Price
IDR 3.6K
Price Target
N/A
Dividend
9.87%
EV/EBITDA
N/A
P/E
9.40
EV/Sales
N/A
Sector
Banks
Category
dividend
Bottom-fishing in Indonesia - PT Bank Rakyat Indonesia (Persero) Tbk
BBRI.JK (overview): Indonesian state-owned bank, $35B mkt cap. Strong deposit base, 7.7% NIM from SME/micro loans at 20-30% rates. 42% cost/income, high-teen ROE. 2024 credit cost 1.3% vs 1.7% avg. Recession risk to earnings. 9.4x P/E, 9.9% yield. Long-term compounder despite potential NIM pressure if rates fall.
Read full article (1 min)