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Bank Negara Indonesia Persero (BBNI IJ)
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361
Analysis
Financials
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Indonesia
PT Bank Negara Indonesia (Persero) Tbk is a state-owned bank that conducts commercial and consumer banking services.
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bullish
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Thematic (Sector/Industry)
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22 Jan 2018 11:06
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...
Angus Mackintosh
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183 Views
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bullish
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Bank Negara Indonesia Persero
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17 Jan 2018 10:30
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...
Angus Mackintosh
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193 Views
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bullish
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Thematic (Sector/Industry)
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15 Jan 2018 13:28
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...
Angus Mackintosh
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144 Views
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bearish
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Mitsubishi UFJ Financial (MUFG)
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30 Dec 2017 05:05
MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
Thomas J. Monaco
215 Views
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bullish
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Thematic (Sector/Industry)
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12 Dec 2017 23:26
E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
Henry Soediarko
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252 Views
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