While the lower yield on VR bonds may continue weighing on the bank’s
performance this year, a better loan mix and funding composition will
compensate for it, in our view. Against this backdrop (which we believe is
more external than internal), we like the bank’s consistent efforts to grow
its retail segment and strengthen its deposit franchise. We therefore
maintain our outperform call on the bank despite heightened regulatory
risk which may put pressure on the bank’s LT ROE, similar to other banks
in the system.
Senin, 09 April 2012
Saham Pilihan, Senin 9 April 2012
MTLA : Terlihat tren naik yang diikuti
oleh volume yang cukup baik.
Support : S1
505 S2 470
Resisten : R1
550 R2 600
Langganan:
Postingan (Atom)