JP Morgan yang menaikkan peringkat atau rating rekomendasi saham, PT Bank Rakyat Indonesia Persero Tbk atau BBRI menjadi overweight dari sebelumnya netral. Ini mencerminkan analis memiliki keyakinan tinggi, bahwa saham BBRI dapat mengungguli benchmark pasar atau saham sejenis di industrinya.
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TVTranscript
00:00 Thank you, Mr. Mirza. You are back with us in the market bus segment.
00:03 We will discuss from a technical point of view, Mr. Mirza, about the opportunity in the middle of the foreign net sales
00:09 which in the last two days has been quite massive, Mr. Mirza.
00:12 And we will also present the IPO ceremony of the new emitter in the Indonesian stock market.
00:20 But before that, we go to JP Morgan, which has raised the rating of the Indonesian People's Bank (Persera TBK)
00:28 or BBRI, to be overweight than before neutral.
00:31 And this reflects that analysts have high confidence that the BBRI stock can outperform the market benchmark
00:38 or any other stock in its industry.
00:40 Quoted from Bloomberg, in the latest JP Morgan review from Hashward and Modi,
00:49 the presentation of the Indonesian People's Bank (Persera TBK) or BBRI
00:52 is a good example in terms of providing micro-lending in Indonesia.
00:57 BBRI has micro-lending of 50% of all loans
01:02 and is one of the businesses that provides the most efficient micro-lending throughout the cycle.
01:07 In the view of JP Morgan, the BBRI bank is moving quite fast in terms of increasing the scope of credit officers
01:15 in the process on the ground,
01:17 where there are 519 credit officers per credit officer in December 2023
01:22 compared to 375 in December 2019.
01:26 Along with the ease of access to digital banking for customers, agents and bank employees.
01:31 Moreover, in this regard, the BBRI bank is excellent in the efficiency process
01:35 and is quickly accepted in terms of fundamental economic shifts throughout.
01:38 As is known, the BBRI bank is facing a reflected surge from the stock price movement
01:45 to 22.31% in one month of trading,
01:49 compared to a 2.17% drop for the IASG.
01:53 However, JP Morgan sees a potential opportunity that creates an entry point for an interesting BBRI bank.
01:58 Therefore, JP Morgan increased the rating of the BBRI bank
02:01 to be overweight from the previous neutral position.
02:04 This is Daryl from Jokowi News. Thank you for watching.
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