Bank Mandiri (BMRI IJ) - Moving into Higher-Yielding Assets
We are more optimistic on the prospects for Bank Mandiri (BMRI IJ) after the recent numbers given its drive towards enhancing future returns...
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Bank Central Asia (BBCA IJ) - The Digital Surge
Bank Central Asia (BBCA IJ) remains a core holding amongst Indonesian banks despite trading on higher PBV versus peers justified by its lead-in...
348 Views
Bank Negara Indonesia – What on Earth Is Management Thinking?
BANK NEGARA INDONESIA: BNI posted a poor set of 4Q21 results, and heavily dependent on a negative 10.0% tax rate. BNI recently announced deal comes...
228 Views
Bank Mandiri Persero (BMRI IJ) - Livin' in Digital World
Bank Mandiri stands out amongst the top 4 banks in that it has chosen to push its digital services through Livin" rather than a stand-alone digital...
259 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
287 Views