The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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Indonesia Property - E-Commerce Saving the Day - On the Ground in J -Town
Indonesia Property - E-commerce saving the day An audience in Jakarta with the Head of Research at Jones Lang Lasalle Indonesia, James Taylor,...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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Bank Tabungan Pensiunan Nasional: Misunderstood Small-Cap Bank with a 40% Upside Potential
Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ) is a misunderstood small cap bank stock given 1) digital banking/branchless initiatives 2)...
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Bank Tabungan Negara: Mortgage Powerhouse in a Sweet Spot
Bank Tabungan Negara Persero (BBTN IJ) is a mortgage powerhouse, with a leading 34% market share in the country. Importantly, mortgage is in a...
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