Indonesian Banks Screener; Bank Mandiri Is Our Top Pick
We pick Bank Mandiri for its attractive value to growth metrics and, within its bank peer group, its attractive pre-provision profitability and...
300 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views
Astra International (ASII IJ) - The Perfect Storm Driving Performance
Astra International's 1Q2022 numbers reflect its prime positioning as a beneficiary of recovering domestic growth in Indonesia and its exposure to...
326 Views
Astra International (ASII IJ) - A Glimpse into the Future
Astra International is a proxy for the recovery in Indonesia's economy through cars, motorbikes, and commodities but has an emerging digital and...
444 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
191 Views