Bank Central Asia - Cautionary Tale, Happy Ending? - On the Ground in J-Town
A conversation with the management of Bank Central Asia Tbk Pt (BBCA IJ) in Jakarta revealed a more cautious outlook for 2H18, given regional...
233 Views
Indonesia Banks – The Value of Cheap Deposits, as Rates Rise
We sometimes lose sight of the value of cheap deposits for banks, especially as rates rise. Bank Central Asia Tbk Pt (BBCA IJ) and Bank Danamon...
124 Views
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,...
209 Views
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...
238 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...
183 Views