BMRI IJ Initiation: Growth at Reasonable Price!
BMRI is a profitable, less cyclical, and inexpensive option compared to other Indonesian banks, making it an attractive investment. We also believe...
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Bank Mandiri (BMRI IJ) - Setting the Pace in 2024
Bank Mandiri's guidance for 2024 is more positive than peers for loan growth, as it continues to push out is value-chain lending strategy into...
316 Views
The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
327 Views
Bank Central Asia (BBCA IJ) - Transacting for a Hybrid Society
BCA remains a core holding amongst Indonesian banks, with conservative bank guidance of +9%-10% loan growth, stable NIMs and CoC in 2024....
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Index Rebalance & ETF Flow Recap: CSI300, CSI500, SSE50, ChiNext, KOSPI200, Renesas, IDX30/LQ45
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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