Indonesia Banks – Most To Recover?
Few countries compare. Banks in Indonesia saw staggering credit costs during 2Q20. For 40 banks the average rate of growth QoQ was 126%. The...
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BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
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The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Bank Danamon – Credit Quality, Failing Fast
Japan’s Mitsubishi Ufj Financial (8306 JP) now holds 94% of Bank Danamon Indonesia (BDMN IJ), and where bank consolidation in Indonesia remains...
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SMFG (8316 JP): Close But No Cigar (1Q FY3/2020 Results Comment)
1Q FY3/2020 results for Sumitomo Mitsui Financial (8316 JP) represented a small YoY decline at the consolidated net profit level. The group’s...
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