Indonesia Banks – Loan Forbearance
We believe the some of the most important data now is the high-frequency data on US weekly mortgage loan applications. These are surging and may...
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Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
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BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
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The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Bank Central Asia (BBCA IJ) - Protecting Shareholders, Customers, and Staff
A call with Bank Central Asia (BBCA IJ) management for an update on the impact on COVID-19 confirmed the bank's status as the most defensive...
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