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...
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CrossASEAN Indonesian Strategy - Peaks and Troughs
Indonesia has extended its PPKN mobility measures until the end of July but we are starting to see some positive signs pointing to a peak in cases....
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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...
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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...
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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),...
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