Cisarua Mountain Dairy (Cimory) IPO - The Negatives - Losing Market Share, Margin Sustainability
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
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Bank Negara Indonesia (BBNI IJ) - Ripe for A Re-Rating?
Bank Negara Indonesia (BBNI IJ) is often seen as the bank playing catch up with its peers but maybe this time is different and it may finally be...
242 Views
Bank Central Asia (BBCA IJ)- Inflexion Point
BCA looks to have hit an inflexion point as loans start to recover and provisions fall, with low funding costs and bountiful liquidity a set up for...
227 Views
CrossASEAN Digital Economy - The Gloves Are off in Digital Finance?
Competition between digital banks and conventional banks has started to heat up in Indonesia and is only going to accelerate the digitisation trend...
368 Views
The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
264 Views