Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
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The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
252 Views
Indonesian Banks Screener; Negara Is Our Preferred Pick
Negara is our top pick of the Indonesian banks for its deep value with strong returns and sound liquidity and funding metrics; we retain our buy on...
343 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
Bank Negara Indonesia (BBNI IJ) - Quality Focus by Digital Means
Bank Negara Indonesia remains an interesting proxy to the overall Indonesian economy through its high exposure to corporate and consumer lending....
291 Views