Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go
Excellent opex control reinforces our view on high quality management of Bank Tabungan Pensiunan Nasional (BTPN IJ). BTPN has again reinvented...
399 Views
The Week that Was in ASEAN@Smartkarma - Democracy in Indonesia, Hospitals and Towers
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
99 Views
Bank Tabungan Pensiunan Nasional: Still Misunderstood, Still Way Undervalued
That Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ), with greater cost efficiency, would grow its earnings at DD rate is the biggest takeaway...
198 Views
SMFG: 花より団子 "Dumplings Rather than Flowers"
Sumitomo Mitsui Financial Group (8316 JP) is just too cheap to ignore, with its deposits base priced in line with bargain basement NPL-heavy Greek...
118 Views
Bank of East Asia: A Diamond with a Flaw Is Worth More than a Pebble Without Imperfections.
Bank Of East Asia (23 HK)Few in the market would have predicted that Bank of East Asia would have delivered such a shift in fundamental progression...
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