Bank Tabungan Negara: Mortgage Powerhouse in a Sweet Spot
Bank Tabungan Negara Persero (BBTN IJ) is a mortgage powerhouse, with a leading 34% market share in the country. Importantly, mortgage is in a...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Bank Negara Indonesia - Infrastructure Payroll Master - On the Ground in J-Town
A visit to Bank Negara Indonesia (BBNI IJ) at its Jakarta office revealed a bank with a positive outlook. It has the most exposure to...
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Jakarta's Gubernatorial Election - A Close Run Thing
A voter brandishes the proof of her stake in democracy in IndonesiaAfter the first round of the Jakarta Governor Election, incumbent Governor...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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