Bank Central Asia – Poor Showing At Indo Bellweather
BANK CENTRAL ASIA: BBCA reported 4Q20 results decline of 9.0% linked quarter. Results at BCA were highlighted by negative operating jaws. Net new...
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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...
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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...
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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...
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