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ada Oom ?, cuma baru nyampe nomer 10 yahh.. di WSKT ?
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Riena Kirana
FR CGS-CIMB (YU) : Perusahaan Gas Negara | PDF
The new boss from Pertamina
PGAS IJ / PGAS.JK | HOLD - Maintained | Rp2,020.00 tp:Rp1,980.00
Mkt.Cap:US$3,304.00m | Avg.Daily Vol:US$10.25m | Free Float:43.00%
Gas Transmission & Dist
Author(s):Aurelia BARUS +62 (21) 3006 1721, Namira LAHUDDIN

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■ Mr. Gigih Perkasa, an ex-Director of Planning, Investments, and Risk Management at PT. Pertamina (Persero) has been appointed as PGAS’s new CEO.
■ He joins his Pertamina colleague who became PGAS’ CFO in Apr 2018. According to local new reports, Mr. Gigih is specifically tasked with integrating Pertagas into PGAS.
■ The change in PGAS’s controlling shareholder, from government of Indonesia to Pertamina, arguably raises risks for PGAS’s minority shareholders.
Riena Kirana
FR CGS-CIMB (YU) : Banks | PDF
Benign competition in TD from diverging loan growth trends between big and medium-sized banks
OVERWEIGHT - Maintained
Author(s):Jovent GIOVANNY +62 (21) 3006 1727, Timothy HANDERSON

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■ In contrast to 2013, big banks are currently more aggressive in raising term deposit (TD) rates compared to medium-sized banks.
■ Based on our observations, BBCA has hiked the most YTD (+125bp) while BBRI has been the most aggressive in terms of special rates – due to its high LDR.
■ We think the differences stem from diverging loan growth and asset quality trends between the big and medium-sized banks.
■ We also think liquidity in medium-sized banks is relatively better (in terms of LDR and secondary reserves balance), suggesting minimal TD competition going forward.
■ We think current liquidity conditions remain relatively ample to support growth. Maintain Overweight; BBNI and BBTN are our picks. Risk is Rupiah depreciation.
Kamal Sya'rani
Tlkm dong min
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