IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
561 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
267 Views
Bank Rakyat Indonesia - Increasingly Digitalised Micro Champion
Bank Rakyat Indonesia has set some optimistic guidance for FY2022 loan growth and is well-positioned to take advantage of the recovery with a low...
335 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Thai Life IPO, and Saratoga Unlocking Value
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
334 Views
Bank Mandiri (BMRI IJ) - Upping the Ante on Returns
Bank Mandiri (BMRI IJ) continues to improve profitability as its increases exposure to higher-yielding assets, with ROEs hitting multi-year highs,...
447 Views