Bank Central Asia (BBCA IJ) - Flush with Liquidity but Fully Valued
A conversation with Bank Central Asia (BBCA IJ) management last week revealed a bank in an easier state of liquidity than its peers, given its lead...
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Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
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The Week That Was in ASEAN@Smartkarma - Indocement, Indonesia Chemicals, and Thai Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
370 Views
OTP Bank: Cracks in the Lustre of Popularity
At Creative Portfolios, we do not like overcrowded trades. Regarding EM banks, there are a number of popular choices. As Steven Holden shows us,...
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Chandra Asri (TPIA): Take Your Profit and Go!
Chandra Asri Petrochemical (TPIA IJ) , a subsidiary of Barito Pacific (BRPT IJ) , has witnessed its share price almost doubled in the past 12...
435 Views