Bank BJB: Decent Growth Story at Fair Valuation
Bank Pmbngn Daerh Jawa Brt Dn Btn Tbk Pt (BJBR IJ) has a decent growth story (10% CAGR in PPOP/core profit), in our view. Our biggest reservation...
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Bank Negara Indonesia - Infrastructure Payroll Master - On the Ground in J-Town
A visit to Bank Negara Indonesia (BBNI IJ) at its Jakarta office revealed a bank with a positive outlook. It has the most exposure to...
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The Week that Was in ASEAN@Smartkarma - Fasting, Market Malaise and Motoring
This week's ASEAN offering comes from the pre-fasting traffic-clogged streets of Jakarta. The trip in from the airport took three hours (versus the...
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BFI Finance Indonesia: An Overlooked "High Growth, High ROE" Consumer Financing Company
Bfi Finance Indonesia Tbk Pt (BFIN IJ) has a strong risk management culture, as reflected in its low NPL ratios. The company possesses...
358 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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