BFI Finance Indonesia (BFIN IJ) - Catching a Digital Wave with GoTo?
BFIN is optimistic on the outlook for new financing in 2022 plus the potential for significant tailwinds to come from the association with GoTo...
395 Views
Active GEM Funds: Indonesia Rebound
Active GEM managers are increasing allocations in Indonesian stocks, with all 4 of our measures of ownership increasing over the last 6-months
190 Views
UOB - Profit +SGD228m YoY, Trading & Investment Income +SGD320m YoY, 3Q24 Not as Great as Headline
UOB's results were good at bottom line, but we believe that they are misunderstood. Trading, investment income drove profit delta, not net interest...
282 Views
Indonesian Banks Screener; Stick with Bank Negara (BBNI IJ) And Bank Mandiri (BMRI IJ)
We like Negara and Mandiri; Negara stands out on valuation and is starting to deliver stronger returns, whilst Mandiri is attractive on PE...
212 Views
The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
357 Views