MUFG & PT Mandala Multifinance - Too Small To Matter, LT Perspective ROA Is Key
MUFG's purchase of Mandala in Indonesia may sound enticing, but the reality is that this is too small to matter, while perspective shows no major...
243 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Astra Intl's Award, and Arwana's Shine
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
302 Views
Bank Central Asia (BBCA IJ) - The Mother of Connection
A conversation with Bank Central Asia post results revealed some interesting near-term and longer-term trends and initiatives as the economy...
529 Views
The Week That Was in ASEAN@Smartkarma - Bank Jago, Meralco's Sell-Down, and Unilever Indonesia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
268 Views
Bank Jago (ARTO IJ) - Look to the Horizon
Bank Jago's future is all about its ecosystem and it has only started to scratch the surface of potential synergies but investors need to look to...
333 Views