Gojek (1379371D IJ) - Upping the Ante on Financial Services
Gojek's recent move to increase its stake in Bank Jago to 22% signals it intends to move into providing a broader range of financial services.
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Bank Negara Indonesia – Only Big Bank With Losses, For Now
We have seen strong profit recovery at many banks globally. The profit recovery has not fully played out for many. We view BBNI's loss in the...
213 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
185 Views
Bank Negara Indonesia Persero (BBNI IJ) - Still More Pain to Come
BNI has high exposure to corporate lending in Indonesia and as a result, is an interesting proxy to the economic recovery next year but there is...
209 Views
Lippo Karawaci (LPKR IJ) - Reasons to Be Cheerful
Lippo Karawaci (LPKR IJ) has been through a financial restructuring and rights issue that is now behind it, with a new high-caliber management team...
433 Views