The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go
Excellent opex control reinforces our view on high quality management of Bank Tabungan Pensiunan Nasional (BTPN IJ). BTPN has again reinvented...
410 Views
Bank Central Asia - Cautionary Tale, Happy Ending? - On the Ground in J-Town
A conversation with the management of Bank Central Asia Tbk Pt (BBCA IJ) in Jakarta revealed a more cautious outlook for 2H18, given regional...
233 Views
The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
165 Views
Indonesia Banks – The Value of Cheap Deposits, as Rates Rise
We sometimes lose sight of the value of cheap deposits for banks, especially as rates rise. Bank Central Asia Tbk Pt (BBCA IJ) and Bank Danamon...
123 Views