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...
425 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...
340 Views
CrossASEAN Strategy - Indonesia in a COVID-19 World
Grasping the nettle at last? After a period of living in misguided denial on COVID-19, Indonesia has finally admitted its fallibility and grasped...
409 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
326 Views
Asian Bank Relative Value - Notes from Last Weeks' Global Bank Debt Issuance
Despite distress in the global financial markets, there is still money being put to work by asset managers. New issue credit spreads are alluring...
262 Views