Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go
Excellent opex control reinforces our view on high quality management of Bank Tabungan Pensiunan Nasional (BTPN IJ). BTPN has again reinvented...
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Sentul City (BKSL IJ) - The Next Serpong?- On the Ground in J-Town
I visited property developer Sentul City Tbk Pt (BKSL IJ) at its township south of Jakarta last week. The trip out there from central Jakarta took...
492 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
357 Views
Indonesian Politics Weekly: Poverty Drops; FMI Financing Questioned; Widodo Polls Well; KPK Arrests
Politics: Seven ministers have registered as candidates for parliament in the April 2019 legislative election, but they need not resign their posts...
400 Views
Indonesian Politics Week: Ministers on Barriers; VP Hesitation; Freeport Deal Helps Widodo (Alone)
Politics: A flurry of meetings and conferences between political elites has yielded no clarity about tickets or running mates. President Joko...
310 Views