Bank Central Asia (BBCA IJ) - Back to the Business of Consumption
Bank Central Asia (BBCA IJ) is well-positioned for the recovery and remains a core holding trading below its historical average PBV and is well...
161 Views
Bank Central Asia – Good, But New Credit Challenges Ahead
BANK CENTRAL ASIA: BCA reported a 5.3% QOQ 2Q21 results increase. Despite the 92.4% net new NPLs increase, we calculate that loss reserves are...
296 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
193 Views
Bank Negara Indonesia (BBNI IJ) - Digitally Remastered in Style
Bank Negara Indonesia's increasing integration with Indonesia's digital economy stands it in good stead to benefit from the vibrant growth from the...
369 Views
Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
1.1k Views