CrossASEAN Digital - Is Buy Now Pay Later Different for South-East Asia?
Buy Now Pay Later (BNPL) is the happening area in South-East Asia fintech, and especially in Indonesia, where there are already 10 players vying...
270 Views
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
229 Views
Bank Negara Indonesia (BBNI IJ) - Catching the Digital Wave
Bank Negara Indonesia released a solid set of FY2021 results last week, with its PPOP coming in above consensus and guidance being met on all...
195 Views
Bank Mandiri (BMRI IJ) - Moving into Higher-Yielding Assets
We are more optimistic on the prospects for Bank Mandiri (BMRI IJ) after the recent numbers given its drive towards enhancing future returns...
224 Views
Bank Central Asia (BBCA IJ) - The Digital Surge
Bank Central Asia (BBCA IJ) remains a core holding amongst Indonesian banks despite trading on higher PBV versus peers justified by its lead-in...
322 Views