Country: Indonesia
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Q1 2024
- BMRI Q1 2024 Mandiri's Profit Growth Just Fell Off a Cliff - From 33.7% to 1.1%. What Happened?May 10
- GOTO Q1 2024 GoTo's Numbers Just Got 9% Smaller and 63% Bigger, Depending on Which One You ReadApr 30
Q4 2023
- BMRI Q4 2023 Mandiri's Deposits Finally Caught Up in Q4 - So Why Didn't the LDR Come All the Way Back Down?Jan 31
- GOTO Q4 2023 GoTo Hit Its Q4 Profit Target. Its Balance Sheet Just Took a Rp79 Trillion Hit to Get There.Jan 30
Q3 2023
- BMRI Q3 2023 Deposits Came Back in Q3 - So Why Is Mandiri's Loan-to-Deposit Ratio Still Climbing?Nov 05
- GOTO Q3 2023 The User Decline Just Stopped. Q4 Profitability Got Less Certain.Oct 26
Q2 2023
- BMRI Q2 2023 Retail's Credit Costs Tripled, Treasury's Margin Nearly Vanished - Profit Still Rose 25%Aug 04
- GOTO Q2 2023 The New CEO Said Out Loud What Two Quarters of Earnings Calls Wouldn'tJul 27
Q1 2023
- BMRI Q1 2023 Where Did Rp108 Trillion in Deposits Go in Three Months?May 08
- GOTO Q1 2023 Group Contribution Margin Turned Positive Exactly on Schedule. The User Base Kept Shrinking Anyway.Apr 27
Q4 2022
- GOTO Q4 2022 On-Demand Turned Profitable for a Full Quarter. The Balance Sheet Just Absorbed an Rp11 Trillion Hit for It.Mar 20
- BMRI Q4 2022 NPLs Fell to 1.88%. Restructured Covid Loans Are Still 11% of the Book.Feb 03