Bank Negara Indonesia (BBNI IJ) - The Happening
BNI has been the laggard amongst its top four peers in Indonesia but we expect this to change as a new senior management team pushes through new...
383 Views
Asia Ex-Japan Financials. Slowly Regaining the Faith.
Active Asia Ex-Japan managers move back in to the Financials sector after a period of heavy rotation, however allocations remain well below...
291 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
229 Views
Bank Central Asia – Light At The End Of The Tunnel
BANK CENTRAL ASIA: BCA's core operating results grew 40.9% QOQ in 1Q21, and were highlighted by interest income growth and lower taxes. Another...
227 Views
Emtek (EMTK IJ) - The Indonesian Digital Game of Thrones
EMTEK remains the largest locally listed proxy to play digital media, e-commerce, and digital payments in Indonesia. The news that Grab has taken a...
435 Views