IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes on Monday
Float and capping changes will result in selling on BBCA & EMTK and buying on GOTO, TLKM, BMRI, BBRI & ASII. This is an opportunity to sell some...
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The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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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...
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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...
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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...
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