The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
271 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
143 Views
Bank Negara Indonesia (BBNI IJ) - Ripe for A Re-Rating?
Bank Negara Indonesia (BBNI IJ) is often seen as the bank playing catch up with its peers but maybe this time is different and it may finally be...
246 Views
Bank Central Asia – Substantial Credit Delta Improvement
BANK CENTRAL ASIA : BCA reported a 3Q21 QOQ results increase of 17.9%, driven by justifiable credit leverage. 3Q21 net new NPLs decelerated from...
112 Views
Bank Central Asia (BBCA IJ)- Inflexion Point
BCA looks to have hit an inflexion point as loans start to recover and provisions fall, with low funding costs and bountiful liquidity a set up for...
236 Views