Bank Central Asia – Good, But New Credit Challenges Ahead
BANK CENTRAL ASIA: BCA reported a 5.3% QOQ 2Q21 results increase. Despite the 92.4% net new NPLs increase, we calculate that loss reserves are...
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Bank Negara Indonesia (BBNI IJ) - Digitally Remastered in Style
Bank Negara Indonesia's increasing integration with Indonesia's digital economy stands it in good stead to benefit from the vibrant growth from the...
366 Views
Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
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Indonesian Lockdown: On the Ground
After a series of half-hearted efforts on issuing lockdown in Indonesia, the government has finally announced a lockdown in Java and Bali as cases...
319 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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