Indo Small Cap Banks: Key Lessons from 1H17 Results
Bank Tabungan Negara Persero (BBTN IJ) is the clear out-performer in terms of loan growth (19% YoY as of Jun 2017) amid the industry's slow loan...
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Bank Tabungan Negara: Mortgage Powerhouse in a Sweet Spot
Bank Tabungan Negara Persero (BBTN IJ) is a mortgage powerhouse, with a leading 34% market share in the country. Importantly, mortgage is in a...
337 Views
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...
272 Views
Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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Marketnomix Insights : Indonesia
Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...
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