Bank Tabungan Negara – Well Managed
BANK TABUNGAN NEGARA: BBTN reported 4Q20 bottom-line result which increased 36.9% linked quarter. Net new NPLs too have decelerated at just 8.2% on...
217 Views
Bank Central Asia – Poor Showing At Indo Bellweather
BANK CENTRAL ASIA: BBCA reported 4Q20 results decline of 9.0% linked quarter. Results at BCA were highlighted by negative operating jaws. Net new...
203 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
239 Views
PT Bank Rakyat Indonesia: Inefficiencies Deepen While Valuation Remains so Rich
BBRI is reporting subpar fundamental trends while valuations remain rich. A high DPR is not a signal of a high growth stock implied by valuations...
211 Views
Bank Mandiri Persero (BMRI IJ) - Time to Look Forward
Bank Mandiri Persero (BMRI IJ) remains a core holding in Indonesia, as a play on the recovery of loan growth, as the economy picks up and...
191 Views