The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
157 Views
Indonesia Banks – The Value of Cheap Deposits, as Rates Rise
We sometimes lose sight of the value of cheap deposits for banks, especially as rates rise. Bank Central Asia Tbk Pt (BBCA IJ) and Bank Danamon...
111 Views
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
226 Views
The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
213 Views
Bank Danamon: Fundamentals Revisited Plus Thoughts on M&A
Bank Danamon Indonesia Tbk (BDMN IJ) has shown good fundamental improvement, especially with reduced losses of micro loans operations and lower...
239 Views