Indonesian Banks: A Quantamental Approach.
Indonesian banks seem to be all the rage with international fund managers as pointed out by Steven Holden in a recent fund flow analysis GEM...
470 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, Bank Negara Indonesia, and Singapore Property
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
691 Views
HM Sampoerna (HMSP IJ): The King's Struggle
Hm Sampoerna (HMSP IJ) is the largest cigarette manufacturer in Indonesia with 32% market share, and it is also the third largest Market Cap stock...
823 Views
Bank Negara Indonesia Perser (BBNI IJ) - Growing Above the Moat - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) is Jakarta revealed a higher pace of growth than expected but also highlighted the fact that...
635 Views
GEM Positioning Monthly: Indonesian Financials, Food & Beverages, Lenovo Sentiment Reversal
Copley Fund Research analyse the holdings of long-only equity funds. This analysis is taken from our GEM research product, covering 189 global...
580 Views