BNI – Misunderstood by Market?
There is little in the recent results of large Indonesian banks that supports the divergence in how the market is considering Bank Negara Indonesia...
491 Views
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...
465 Views
Bank Danamon – A Shift Toward Lower Returns
The risk to Bank Danamon Indonesia (BDMN IJ) after the Mitsubishi Ufj Financial (8306 JP) take-over may be most clear when looking at peer bank...
518 Views
BTPS – Sharia Lender Improves High Returns
Bank Tabungan Pensiunan Nasional Syariah (BTPS IJ) is 70%-owned by Bank Tabungan Pensiunan Nasional (BTPN IJ), the specialized pension lender in...
387 Views
SMFG (8316 JP): On Target But Drifting Off Radar
Consolidated results for the nine months to end-December 2018, announced by SMFG (8306 JP) on 31 January 2019, represented 91% of management’s...
280 Views