What smart money is saying about Bank Mandiri
BMRI.JK
No fund has written a full thesis on Bank Mandiri in our archive, but 2 fund letters report a position in it — most recently Antipodes Emerging Markets Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Bank Mandiri on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“We exited Bank Mandiri as deteriorating macro conditions for Indonesia - persistent foreign institutional selling, a weakening rupiah and soft commodity prices - reduced our near-term confidence in the earnings growth trajectory.”
Bank Mandiri - HoldsAltrinsic Global Advisors Emerging Markets OpportunitiesJune 2026
“These were offset by our underweight and specific exposure to South Korean companies (Samsung, Silicon2, Krafton) as well as not owning SK Hynix; some of our Indonesian stocks that remained under pressure due to a regulatory hurdle from MSCI ratings as well as government policies and a weaker currency (Telkom Indonesia, Bank Mandiri, Sumber Alfaria);”
Bank Mandiri
Read the letters behind these Bank Mandiri positions
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