Update Analisa Saham BBRI

 

Sensitivitas Net Interest Margin (NIM) terhadap penurunan suku bunga onshore sebesar -25bps di perbankan Indonesia. #BBRI justru mengalami kenaikan NIM sekitar 6.8bps, #BBRI menunjukkan daya tahan yang lebih baik terhadap perubahan suku bunga. 

Konsensus target price saham #BBRI. Bloomberg terminal.

Harga rata2 big fund (Cost basis) di saham BBRI. Harga rata2 big fund di saham #BBRI kebanyakan di range 3000-4000an ya. Untuk lihat harga modal para big fund cek di kolom cost basis ya. Bloomberg terminal.

Reminder minggu depan rilis LK #BBRI & BMRI.

Saham BBRI vs INDO 10Y YIELD

The lower bond yield, combined with better industry liquidity & cost of fund outlook, justified the valuation re-rating that drove the strong stock price rebound in past 1 week.

The Indonesian Gov’t Bond 10-Year yield, a benchmark for the IDR risk-free rate used in the banks’ cost of equity calculation

*Bond yield turun = Saham BBRI ke utara.

Chart weekly BBRI sedikit lagi GOLDEN CROSS. Indikator GC di chart weekly bullish bakal dominan.

Fyi.. RENCANA RUPST BBRI.

RUPST bakal bahas dividen lagi nih. mantapp 👍

Saham BBRI