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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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11 Dec 2017 11:36
The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
Angus Mackintosh
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257 Views
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bearish
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Bank Central Asia
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09 Dec 2017 12:53
Bank Central Asia - Reaching the Plateau - On the Ground in J-Town
A recent company visit to Bank Central Asia Tbk Pt (BBCA IJ) revealed a less exciting end to the year, with loan growth plateauing, after strong...
Angus Mackintosh
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213 Views
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bullish
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MSCI Emerging Markets Index
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25 Sep 2017 21:29
BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
Vermilion Research
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400 Views
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bullish
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Bank Tabungan Negara Persero
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13 Jul 2017 09:42
Bank Tabungan Negara: Mortgage Powerhouse in a Sweet Spot
Bank Tabungan Negara Persero (BBTN IJ) is a mortgage powerhouse, with a leading 34% market share in the country. Importantly, mortgage is in a...
Johannes Salim, CFA
332 Views
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bullish
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Thematic (Sector/Industry)
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10 Jun 2017 11:33
The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
Angus Mackintosh
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290 Views
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