Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
237 Views
The Week that Was in ASEAN@Smartkarma - Consumer Finance, Political Scenarios and Indonesian Banks
This week's offering across ASEAN@Smartkarma is as always an eclectic mix of both top-down and thematic insights, as well as equity bottom up. I...
183 Views
Bank Negara Indonesia - More Infrastructure and More Mortgages - On the Ground in J-Town
A recent meeting with the management of Bank Negara Indonesia Perser (BBNI IJ) revealed continuing momentum behind the bank's...
199 Views
The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
149 Views
MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
217 Views