中国银河:印尼银行业料将迎来积极的一年
Xin Lang Cai Jing·2026-01-08 06:26

Core Viewpoint - The Indonesian banking sector is expected to have a positive year due to increased government spending and improved policy clarity, with corporate loan demand anticipated to improve by 2026 [1] Group 1: Industry Outlook - Analysts from China Galaxy International maintain an "overweight" rating on the Indonesian banking sector, citing optimistic loan demand prospects and continuous improvement in financing costs for lending institutions [1] - Monthly financing costs for banks have improved, providing a solid foundation for future growth [1] Group 2: Preferred Stocks - Bank Mandiri and Central Asia Bank are identified as preferred stocks within the sector, attributed to their expertise in wholesale banking operations [1]