BRI Syariah IPO Review - Small and Sub-Par Metrics Points Towards a Large Discount to Peers
Bank BRISyariah PT (1017936Z IJ) is raising about US$100m in its upcoming IPO and proceeds will be mostly used to support financing activities,...
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Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
226 Views
The Week that Was in ASEAN@Smartkarma - Consumer Finance, Political Scenarios and Indonesian Banks
This week's offering across ASEAN@Smartkarma is as always an eclectic mix of both top-down and thematic insights, as well as equity bottom up. I...
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Bank Negara Indonesia - More Infrastructure and More Mortgages - On the Ground in J-Town
A recent meeting with the management of Bank Negara Indonesia Perser (BBNI IJ) revealed continuing momentum behind the bank's...
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The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
140 Views