Bank Rakyat Indonesia (BBRI IJ) - Solid MSME Dominator with a Digital Edge
Bank Rakyat continues to increasingly utilise digital channels utilise digital channels to expand its network and reduce costs. Valuations remain...
199 Views
BRI - Spectacular Margins and ALM
Exceptionally high margins are in fact increasing from many factors, yields, funding, ALM, and with accelerating loan growth, the impact to profit...
188 Views
Bank Negara Indonesia (BBNI IJ) - More Than Meets the Eye
Bank Negara Indonesia (BBNI IJ) remains the laggard amongst the top four Indonesian banks but we see this as unjustified given improving returns...
396 Views
Bank Mandiri (BMRI IJ) - Livin' It Up
Bank Mandiri (BMRI IJ) has seen its ROE increase to 18% and it trades on 2.0x FY2022 PBV, which continues to look reasonable given improving returns.
297 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Ace Hardware, and DTAC's Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
235 Views