The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
479 Views
BBTN: Indonesia Has Special Mention Problems Too
Bank Tabungan Negara Persero (BBTN IJ) appears to have a nasty combination of high Special Mention Loans (SMLs) and elevated "past due but...
388 Views
Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow? Introduction to a Series.
The Indonesian property sector has only had a few glittering moments in the sun over the past five years, since the boom times of 2012-2013. The...
619 Views
Bank Mandiri (BMRI IJ) - Shape Shifting and Millenial Mortgages - On the Ground in J-Town
A recent meeting with Bank Mandiri Persero (BMRI IJ) in Jakarta confirmed a positive outlook for loan growth and net interest margins for 2019,...
660 Views
The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
169 Views