Cross ASEAN Ground Zero - BNPL Is the New P2P, PropertyGuru's Vulnerability, and Difficult Logistics
This week we look at the changing fortunes of Fintech, as BNPL continues to show promise and P2P sinks deeper into difficult territory, exemplified...
297 Views
Banks: FY24 Earnings Growth Outlook Still Intact Despite the Tight Liquidity in 1Q24
We expect the pressure on NIM to persist in 1Q24 driven by a higher CoF, arising from lower excess liquidity. We expect the big-4 banks to still...
204 Views
Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
282 Views
Indonesian Banks Screener; Mandiri Is Our Top Pick on Quality and Return Trends
Mandiri is our quality top pick with better valuations to returns mix than BCA, value pick Negara has low PE ratios and improving returns....
460 Views
The Week That Was in ASEAN@Smartkarma - BBNI's Aspirations, Oceanagold IPO, and Thailand's Recovery
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), OceanaGold Philippines, Sam Holdings IPO, and the most SET50...
387 Views