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...
345 Views
Bank Negara Indonesia (BBNI IJ) - Expecting earnings recovery back to pre-pandemic level
Expecting earnings recovery back to pre-pandemic levelContent is external broker report sourced from online content aggregator through publicly...
208 Views
Bank Negara Indonesia – What on Earth Is Management Thinking?
BANK NEGARA INDONESIA: BNI posted a poor set of 4Q21 results, and heavily dependent on a negative 10.0% tax rate. BNI recently announced deal comes...
227 Views
Bank Mandiri Persero (BMRI IJ) - Livin' in Digital World
Bank Mandiri stands out amongst the top 4 banks in that it has chosen to push its digital services through Livin" rather than a stand-alone digital...
253 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
286 Views