The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
285 Views
BFI Finance Indonesia (BFIN IJ) - Loan Largely Restructured and Back to Business
BFI Finance Indonesia (BFIN IJ) is one of Indonesia's best-performing multi-finance companies in normal times, historically generating some of the...
384 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
293 Views
CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
406 Views
Bank Central Asia (BBCA IJ) - Investment Loans Leading Growth - On the Ground in J-Town
A recent conversation with Bank Central Asia (BBCA IJ) management revealed a relatively upbeat picture for 2H19, with loan growth ticking upon a...
499 Views