Primer: CIMB Niaga (BNGA IJ) - Aug 2026
Strong Dividend Profile and Attractive Valuation: CIMB Niaga offers a compelling dividend yield, supported by consistent growth in payouts. The...
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Bank CIMB Niaga (BNGA.IJ) Portfolio Rebalancing and Income Diversification...
We expect BNGA’s portfolio shift toward consumer and midsize SME to support yield, benefiting from its scale and differentiated positioning.
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
617 Views
Indonesia Banks – Most To Recover?
Few countries compare. Banks in Indonesia saw staggering credit costs during 2Q20. For 40 banks the average rate of growth QoQ was 126%. The...
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The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
516 Views