The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
238 Views
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
207 Views
Bank Central Asia (BBCA IJ) - Protecting Shareholders, Customers, and Staff
A call with Bank Central Asia (BBCA IJ) management for an update on the impact on COVID-19 confirmed the bank's status as the most defensive...
376 Views
Bank Mandiri Persero: New $US-Bond Issue – We See Fair Value at T+420
Bank Mandiri Persero (BMRIIJ) issued a five-year senior unsecured US$-bond today which priced at a spread of 455 basis points over similar maturity...
417 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
330 Views