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...
217 Views
The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
224 Views
Bank Danamon – Profit Transformation Not Recognized
Indonesia’s Bank Danamon Indonesia (BDMN IJ) stands out well, on PB of just under 0.5x and market cap/assets of 17%. Peer banks with liquidity, are...
421 Views
Bank Tabungan Negara – Mortgage Powerhouse
BANK TABUNGAN NEGARA: Dominance Of Subsidized Mortgage Lending, Funding Additions Into Space, and Management Restructure Under Way.
183 Views
MUFG (8306 JP): Wavering in the Ranks
Interim results for MUFG (8306 JP) highlighted the fragility of the profit contribution from some of its recent overseas acquisitions, with credit...
199 Views