Bank Central Asia (BBCA IJ) - Firmer Going Underfoot & Fishing for Minnows - On the Ground in J-Town
Expectations of a more cautious outlook for the remainder of 2018 may have to be put on hold, with a more positive outlook than expected coming...
452 Views
The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
623 Views
Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite All - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) in Jakarta revealed a Bank with a well-balanced outlook, despite a slightly slower picture...
426 Views
Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
707 Views
Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
498 Views