The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
446 Views
BBNI - Stock Split to Double Shares on 10 October | NPLs Are in Sharp Decline, Especially Loss Loans
2 new for 1 old stock split on 10 Oct can mean much more liquidity for shares. Mkt cap/assets looks relatively low also when considering ROA. NPLs...
519 Views
Indonesian Banks Screener; Stick with Negara as Our Preferred Pick
Bank Negara remains our top pick due to low PE multiples and attractive PEG ratio. We also like Bank Mandiri for its high returns and low PEs....
603 Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
410 Views
Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
367 Views