BBCA & BBRI - Nearing Mean Reversion Levels
Bank Central Asia (BBCA IJ) and Bank Rakyat Indonesia Perser (BBRI IJ) are two of the largest banks in Indonesia with market caps of US$54bn and...
414 Views
Link Net Tbk (LINK IJ) - Up-Selling for Growth - On the Ground in J-Town
Link Net Tbk Pt (LINK IJ)'s recent 3Q19 numbers and a conversation with management confirm an ongoing growth trend for the company, as it focuses...
413 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views
Indonesia Banks - Same Same, but Different
We analyse the four large Indonesian Banks - Bank Central Asia (BBCA IJ), Bank Rakyat Indonesia Perser (BBRI IJ), Bank Mandiri Persero (BMRI IJ)...
352 Views
Bank Negara Indonesia (BBNI IJ) - Liquidity Crunch - On the Ground in J-Town
A meeting in Jakarta with Bank Negara Indonesia Persero (BBNI IJ) highlighted two ongoing issues facing the Indonesian banking sector, namely that...
493 Views