Saham BBRI potensi menguji upper channel di level 4150.
BBRI - 9M25 Profit -10% y-y, VERDHANA
Despite a 10% YoY profit decline, BBRI’s quarterly trends show signs of stabilization, suggesting earnings have bottomed. We see limited downside risks, supported by an ~80–85% dividend payout (~8–9% yield) and modest earnings growth (~1–2%), implying potential total returns of ~10–11%.
Spread antara earnings yield big bank dan yield obligasi makin lebar. Return big bank jauh lebih menarik dibanding yield obligasi.
Bahasa simplenya ngapain saya taruh uang di obligasi dengan yield 5.9% mending tak taruh uang di BBRI dengan dividen yield 8%-9%
Uang selalu mengalir ke tempat yang aman dan memberikan yield tinggi