The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Bank Negara Indonesia (BBNI IJ) - Catching the Digital Wave
Bank Negara Indonesia released a solid set of FY2021 results last week, with its PPOP coming in above consensus and guidance being met on all...
209 Views
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 (BBNI IJ) - Expecting earnings recovery back to pre-pandemic level
Expecting earnings recovery back to pre-pandemic levelContent is external broker report sourced from online content aggregator through publicly...
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