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Bank Rakyat Indonesia (BBRI IJ)
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Financials
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Indonesia
PT Bank Rakyat Indonesia (Persero) Tbk provides commercial banking activities and its related services. The Bank also provides banking activities based on shariah principles.
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bullish
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Bank Mandiri Persero
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09 Jun 2020 16:33
Bank Mandiri Persero (BMRI IJ) - Biting the Bullet on Restructuring
Bank Mandiri Persero (BMRI IJ) is biting the bullet with regard to restructuring its loan portfolio, taking advantage of the more relaxed loan...
Angus Mackintosh
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464 Views
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bullish
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Thematic (Sector/Industry)
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08 Jun 2020 13:52
Indonesia Banks – Loan Forbearance
We believe the some of the most important data now is the high-frequency data on US weekly mortgage loan applications. These are surging and may...
Daniel Tabbush
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267 Views
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bullish
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Telekomunikasi Indonesia
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07 Jun 2020 19:35
Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
Angus Mackintosh
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339 Views
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bullish
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Cross Asset Strategy
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18 May 2020 12:08
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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236 Views
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bullish
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Cross Asset Strategy
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17 May 2020 10:05
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
Angus Mackintosh
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203 Views
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