The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
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...
410 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...
112 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...
213 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...
126 Views