Indonesia Banks – Loan Forbearance
We believe the some of the most important data now is the high-frequency data on US weekly mortgage loan applications. These are surging and may...
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Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
346 Views
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...
244 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...
215 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...
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