The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
255 Views
Bank Negara Indonesia (BBNI IJ) - Ripe for A Re-Rating?
Bank Negara Indonesia (BBNI IJ) is often seen as the bank playing catch up with its peers but maybe this time is different and it may finally be...
238 Views
Bank Central Asia – Substantial Credit Delta Improvement
BANK CENTRAL ASIA : BCA reported a 3Q21 QOQ results increase of 17.9%, driven by justifiable credit leverage. 3Q21 net new NPLs decelerated from...
102 Views
CrossASEAN Digital Economy - The Gloves Are off in Digital Finance?
Competition between digital banks and conventional banks has started to heat up in Indonesia and is only going to accelerate the digitisation trend...
366 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
271 Views