BFI Finance Indonesia (BFIN IJ) - Visibility Improves
BFIN saw a turnaround in new bookings and a declining NPF ratio in 4Q2023, as its business recovered from the malware attack in May last year....
306 Views
CrossASEAN Ground Zero - GoTo's Big Plan and Investree's Troubles
This week we dive deeper into the reasoning behind the sale of Tokopedia's sale of 75% stale to TikTok, and what it means for GoTo going forward.
327 Views
Rakuten Bank (5838 JP): Premium Growth Neobank Still Trading at Attractive Valuations
Rakuten Bank’s mix of relative value metrics and premium growth potential are clear positive drivers for its further re-rating potential; company...
422 Views
GEM Banks; Conviction Calls for 2023
Our core buys are Bank Mandiri, Hana Financial, China Construction Bank and BanColombia; we also have special mention for Banco Itau and Nubank;...
703 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
3.9k Views