Bank Negara Indonesia (BBNI IJ) - Laggard Leader with Appealing Returns Ahead
BNI's strategy in digital banking for consumers and business customers is driving loan growth and fee income as well as funding. Valuations are...
338 Views
The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views
The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
436 Views
Bank Mandiri (BMRI IJ) - Growing By Digital Means
Bank Mandiri (BMRI IJ) remains a core holding among the Indonesian banks as a proxy for the overall economy with valuations attractive given rising...
723 Views
Bank Negara Indonesia (BBNI IJ) - Time to Play Catch Up?
Bank Negara Indonesia (BBNI IJ) has been a perennial underdog in terms of valuations versus its peers but as its ROE and ROA converge with those...
703 Views