Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
764 Views
Indonesia Banks – Most To Recover?
Few countries compare. Banks in Indonesia saw staggering credit costs during 2Q20. For 40 banks the average rate of growth QoQ was 126%. The...
311 Views
Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
446 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views
Bank Central Asia (BBCA IJ) - Liability Protection
Bank Central Asia (BBCA IJ) released a decent set of 1H2020 results with net profit of IDR12,240bn versus IDR12,862bn in IH19 or -4.8%% decline...
320 Views