The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
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Bank Rakyat Indonesia (BBRI IJ) - Pushing the Margins of Profitability
Bank Rakyat Indonesia's results reflected its ability to offset a tighter liquidity environment with a higher margin loan mix as it continues to...
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Bank Central Asia (BBCA IJ) - Transacting for a Hybrid Society
BCA remains a core holding amongst Indonesian banks, with conservative bank guidance of +9%-10% loan growth, stable NIMs and CoC in 2024....
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Indonesia Banks: How Are BBCA, BBRI, BMRI and BBNI Placed for 2024?
While the sector faces constrained re-rating potential, certain stocks, stock picking opportunities exist. Equity strategy: the potential for...
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CrossASEAN Ground Zero - GoTo's Sustainability Verified, 2W EVs, and the Stormy Year Ahead
CrossASEAN Ground Zero is a new thematic weekly product that will focus on key Southeast Asian digital themes and technology trends with a core...
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