Country: Indonesia
Explore all posts, stories, and insights related to the country "Indonesia" on Recursive Gains. Stay informed with in-depth analysis and trends.
Q4 2021
- BBRI Q4 2021 Profit Jumped 74% in One Quarter - Was Any of That Actually Organic?Feb 08
- BFIN Q4 2021 The Cure Rate Fell for a Third Straight Quarter - Then the Controlling Shareholder Made Its MoveFeb 08
- BBCA Q4 2021 Coverage Ratio Improved in Q4 - So Why Did Restructured-Loan NPLs Double?Feb 07
- DNET Q4 2021 Net Income Tripled. The Stock Fell Anyway.Feb 03
- AMRT Q4 2021 Why Did It Take a Year to Learn the Rights Issue Went Nowhere?Jan 31
- BIRD Q4 2021 Did Reopening Actually Fix Taxi, or Just Pause the Bleeding for One Good Quarter?Dec 31
Q3 2021
- TLKM Q3 2021 The Segment That Lost Money for Six Straight Quarters Just Turned a ProfitJan 18
- AMRT Q3 2021 Why Did Headcount Drop 14% Right After It Surged 23%?Dec 14
- ISAT Q3 2021 A Nine-Month Rumor Became a Signed Merger Deal With CK HutchisonDec 08
- BBRI Q3 2021 Profit Rose Through Indonesia's Deadliest Covid Quarter - But It Still Missed Its Own Credit Cost TargetOct 27
- BFIN Q3 2021 Bad Loans Improved This Quarter - So Why Does the Cure Rate Keep Falling?Oct 25
- BBCA Q3 2021 Did Indonesia's Worst Covid Wave Actually Show Up in the Loan Book?Oct 25
- ARTO Q3 2021 First Profit, First Cracks in a Perfect Loan BookOct 22
- BIRD Q3 2021 Was Indonesia's Delta Wave as Bad as 2020's Lockdown? The Numbers Say NoSep 30
Q2 2021
- TLKM Q2 2021 A 9% Revenue Quarter Turned Into a 26% Profit QuarterNov 03
- ISAT Q2 2021 A Rp6.2 Trillion Tower Sale Made Indosat's Profit Look Ten Times Bigger Than It WasSep 14
- BBRI Q2 2021 The 180% Profit 'Growth' Is a Trick of the Calendar, Not a TurnaroundAug 06
- BFIN Q2 2021 Higher Write-Offs, Lower Bad-Loan Ratio - Is a Lender Curing Debt or Erasing It?Aug 06
- ARTO Q2 2021 So Close to Breakeven, Except for Its First Related-Party LoansAug 05
- AMRT Q2 2021 Why Doesn't the Filing Mention the Deal That Sent the Stock Up 39%?Aug 03
- BBCA Q2 2021 Why Did a Record-High Loan Coverage Ratio Suddenly Collapse?Jul 23
- BIRD Q2 2021 Blue Bird's Q2 Revenue 'Doubled' YoY - But the Comparison Quarter Was the Full LockdownJun 30
Q1 2021
- TLKM Q1 2021 Enterprise Is Still Losing Money - But the Loss Is the Smallest in Two YearsAug 02
- ISAT Q1 2021 A Return to Profit Arrived While a Hutchison Merger Clock Kept TickingJun 02
- AMRT Q1 2021 Why Did Profit Jump 42% in the Quarter Revenue Fell?May 11
- BBRI Q1 2021 NPL Coverage Hit 254.8% a Year After Covid-19 First Hit - This Time Without the Accounting BoostMay 06
- BFIN Q1 2021 Is a Rising Cure Rate Measuring Recovery, or Just an Expiry Date?May 05
- BBCA Q1 2021 Is a 280% Coverage Ratio Actually as Safe as It Sounds?Apr 23
- BIRD Q1 2021 One Year After Indonesia's First Covid Quarter, Is Blue Bird's Base Actually Low Enough to Beat?Mar 31
Q4 2020
- TLKM Q4 2020 The Year Revenue Barely Grew and Profit Grew 11% AnywayMay 10
- ARTO Q4 2020 A Loan Book Too New to Have Bad Loans YetApr 21
- ISAT Q4 2020 A Pandemic Year Ends With a Loss, a Satellite Exit, and a Hutchison MoUApr 05
- BFIN Q4 2020 Is an 84% Cure Rate Finally Proof the Restructuring Actually Worked?Mar 15
- BBCA Q4 2020 The Restructuring Wave Guided Down Twice - Then Still UndershotFeb 08
- DNET Q4 2020 Revenue Nearly Doubled. Net Income Fell 37% Anyway.Feb 08
- BBRI Q4 2020 NPL Coverage Rocketed to a Record 248% in FY2020 - But Corporate Loans Kept Getting WorseFeb 04
- AMRT Q4 2020 After Three Silent Quarters, the Filed Books Finally Mention Covid-19 - and Shrug It OffFeb 03
- BIRD Q4 2020 Blue Bird's First Annual Loss Since Its IPO - So Why Did the Stock Rally 51% in Q4?Dec 31
Q3 2020
- ISAT Q3 2020 Nine Months Into the Pandemic, Indosat's Loss Is Still WideningNov 16
- TLKM Q3 2020 The Stock Hit a New Low This Quarter - Did the Business Actually Get Worse?Nov 15
- BBRI Q3 2020 A Record Rp9.5 Trillion Was Provisioned in Q3 - So Why Did Coverage Keep Falling?Nov 05
- BFIN Q3 2020 Is Bad Debt Actually Falling, or Just Being Restructured Out of View?Nov 04
- AMRT Q3 2020 Why Did Profit Keep Falling After the Growth Engine Recovered?Nov 03
- BBCA Q3 2020 Is the Earnings Rebound Real, or Did the Restructuring Guidance Just Get Smaller?Nov 01
- BIRD Q3 2020 Q3 2020 Net Revenue Rebounded 51% as PSBB Eased - So Why Did Headcount Keep Falling Faster Than Ever?Sep 30
Q2 2020
- BBCA Q2 2020 Why Did Net Profit Fall Even as Restructuring Stayed 'Current'?Aug 31
- ISAT Q2 2020 Revenue Kept Growing Through Indonesia's First COVID-19 Lockdown QuarterAug 24
- TLKM Q2 2020 Revenue Fell for the First Time in a Real Lockdown Quarter - So Why Did Margins Improve?Aug 20
- BBRI Q2 2020 Did the Capital 'Recovery' Just Mean Easing Off on Provisioning?Aug 14
- BFIN Q2 2020 Why Did Profit Halve While the Cash Pile Nearly Doubled?Aug 05
- AMRT Q2 2020 Why Did the Fastest-Growing Region Suddenly Stop Growing?Aug 04
- BIRD Q2 2020 Net Revenue Fell 71.6% Once Jakarta's Lockdown Actually Hit - and Management Finally Cut Its Own PayJun 30
Q1 2020
- TLKM Q1 2020 Revenue Fell for the First Time in Years - Is the COVID Story Really About the Virus?Jul 20
- BBCA Q1 2020 Why Did Corporate Borrowers Draw Down 10% More Credit in Six Weeks?Jun 08
- ISAT Q1 2020 A Telecom Reports a Loss Right as COVID-19 Reaches IndonesiaMay 18
- BBRI Q1 2020 The Capital Buffer Shrank Before a Single Covid Loan Went BadMay 15
- BFIN Q1 2020 How Did a Lender's Quietest Quarter Coincide With a 57% Stock Crash?May 08
- AMRT Q1 2020 Why Does the Best Quarter in Years Not Mention Covid-19 Once?May 08
- BIRD Q1 2020 The Taxi Business Just Posted Its First-Ever Loss - Before Jakarta Even Locked DownMar 31
Q4 2019
- BBCA Q4 2019 The Bad-Loan Spike That Un-Happened by Year-EndFeb 25
- BFIN Q4 2019 Was Closing a 20-Year-Old Lawsuit Worth Half a Year's Profit?Feb 19
- DNET Q4 2019 The Indomaret Stake Trading at 76 Times Earnings on Almost No VolumeFeb 05
- BBRI Q4 2019 Did the Corporate Loan Crisis Actually Get Fixed, or Just Written Off?Feb 04
- AMRT Q4 2019 Did the Margin Recovery Actually Survive a Full Year?Feb 04
- BIRD Q4 2019 FY2019: Profit Down 31%, But the Acer Fight Is Finally OverDec 31
Q3 2019
- BFIN Q3 2019 Is the Profit Slide Finally Over?Nov 08
- AMRT Q3 2019 Did the Margin Recovery Survive Without Ramadan?Nov 05
- BBCA Q3 2019 The Early-Warning Bucket Cooled the Same Quarter the Bad-Loan Ratio CrackedNov 05
- BIRD Q3 2019 Profit Fell 51% and the Stock Hit a New Low - Did the Multiple Finally Catch Up?Nov 04
- BBRI Q3 2019 The Special Mention Spike Nobody Explained Just Became a DefaultNov 04
Q2 2019
- BBRI Q2 2019 The Loan-Mix Gap That Nearly Vanished Reopened - and Cash Fell 22.8% Right Behind ItAug 19
- BIRD Q2 2019 The Stock Corrected 18% This Quarter - So Why Did the P/E Get More Expensive?Aug 08
- AMRT Q2 2019 What Flipped Two Losing Regions Into a Record Margin Quarter?Aug 06
- BFIN Q2 2019 The Election Ended, So Why Did New Financing Keep Falling?Aug 05
- BBCA Q2 2019 The Write-Off Surge That Vanished a Quarter LaterAug 05
Q1 2019
- ISAT Q1 2019 A 47% Stock Price Collapse While the Actual Loss Was NarrowingMay 20
- BIRD Q1 2019 Profit Fell 10% and the Stock Rallied 21% Anyway - What Actually Changed This Quarter?May 10
- BBRI Q1 2019 Two Loan Categories Spent a Year Swapping Places as the Worst - Then the Gap Between Them Nearly VanishedMay 06
- BFIN Q1 2019 Why Did Profit Fall for the First Time in This Backlog?May 06
- BBCA Q1 2019 Why Did a Bad-Loan Ratio That Kept Improving Suddenly Crack?May 06
- AMRT Q1 2019 Why Did the Two Biggest Regions Lose Margin While Profit Jumped 67%?Apr 25
- ISAT The Rp1,358.6 Billion Bill Indosat Still Owes Its Own Largest ShareholderFeb 06
Q4 2018
- BFIN Q4 2018 Is a Three-Year Funding Cadence Problem Finally Easing?Mar 11
- BBCA Q4 2018 A Fresh Bad-Loan Record Landed the Same Year Operating Cash Flow Got Cut in HalfFeb 25
- BBRI Q4 2018 The Stock Ended the Year Flat. The Loan Book Didn't Have Nearly as Quiet a Year.Feb 08
- BIRD Q4 2018 Full-Year Revenue Finally Turned Positive - So Why Did a New Lender Show Up in Q4?Feb 06
- ISAT Q4 2018 How Do You Lose Half Your Subscribers and Call It a Cleaner Customer Base?Feb 06
- AMRT Q4 2018 Why Did Net Income More Than Double While Revenue Grew Under 9%?Jan 25
Q3 2018
- BBRI Q3 2018 The Loan-Book Fix Lasted One Quarter. The Other Problem Never Stopped.Nov 07
- BIRD Q3 2018 The Six-Quarter Revenue Slide Just Ended - So Why Did Leverage Creep Back Up?Nov 02
- BBCA Q3 2018 The Bad-Loan Improvement Lasted Exactly One QuarterOct 25
Q2 2018
- BBRI Q2 2018 The Worst Loan Category Got Fixed. A Different One Just Took Its Place.Aug 10
- AMRT Q2 2018 Why Did Net Income Almost Triple While Revenue Grew Only 7.5%?Aug 06
- BIRD Q2 2018 Revenue Fell for a Sixth Straight Quarter - So Why Did Net Income Jump 21%?Aug 03
- BBCA Q2 2018 The Bad-Loan Bucket Stopped Growing - and the Multiples Finally NoticedJul 26
Q1 2018
- BBRI Q1 2018 Did the Worst Loan Category Actually Improve, or Did the Definition Just Change?May 10
- BIRD Q1 2018 Two Quarters of Recovery, Erased in One - What Actually Broke in Q1 2018?May 04
- BBCA Q1 2018 The Bucket That "Nearly Quadrupled" Just Emptied Into the Worst OneMay 03