Adi Sarana Armada (ASSA IJ) - To the Last Mile and Beyond
ASSA saw growth in its car rental business despite the pandemic but its last-mile delivery business Anteraja is what will drive the long-term...
348 Views
Indonesia: More Rate Cuts to Spur Recovery After Recent Structural Reform
With inflation below BI's 2-4% target for 9 months, we expect 50bp of further rate cuts. That, coupled with fiscal stimulus & structural reform,...
203 Views
BFI Finance Indonesia (BFIN IJ) - More than A Prudent Restart
BFI Finance continues to grow its new bookings, having seen some recovery in 2H2020, revealed in its recent results, with the potential for a...
312 Views
BFI Finance Indonesia (BFIN IJ) - High-Quality AutoPlay with a Digital Twist?
BFI is a well-funded and well-positioned multi finance player with the potential to see significant higher return and the possibility of future...
456 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Microlending, and REITs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
262 Views