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Bank Negara Indonesia Persero (BBNI IJ)
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Analysis
Financials
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Indonesia
PT Bank Negara Indonesia (Persero) Tbk is a state-owned bank that conducts commercial and consumer banking services.
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bullish
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Cross Asset Strategy
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29 Jun 2020 13:22
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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300 Views
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bullish
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Bank Mandiri Persero
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09 Jun 2020 16:33
Bank Mandiri Persero (BMRI IJ) - Biting the Bullet on Restructuring
Bank Mandiri Persero (BMRI IJ) is biting the bullet with regard to restructuring its loan portfolio, taking advantage of the more relaxed loan...
Angus Mackintosh
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485 Views
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bullish
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Thematic (Sector/Industry)
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08 Jun 2020 13:52
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...
Daniel Tabbush
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278 Views
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bullish
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Telekomunikasi Indonesia
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07 Jun 2020 19:35
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...
Angus Mackintosh
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348 Views
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bearish
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BDO Unibank Inc
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01 Jun 2020 23:02
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...
Thomas J. Monaco
320 Views
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