Bank Negara Indonesia – What on Earth Is Management Thinking?
BANK NEGARA INDONESIA: BNI posted a poor set of 4Q21 results, and heavily dependent on a negative 10.0% tax rate. BNI recently announced deal comes...
227 Views
Bukalapak (BUKA IJ) - Empowering Mitra and Creating Shopfronts
Bukalapak (BUKA IJ) looks to be misunderstood by retail investors, presenting an opportunity after the post-IPO correction, with a number of new...
336 Views
BFI Finance Indonesia (BFIN IJ) - Shining Through in a Difficult Period
We continue to see BFI Finance Indonesia as the premier multi finance company in Indonesia, with a strong risk management culture and with the...
183 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
143 Views
Kotak Mahindra Bank – Watch Your Costs Too
KOTAK MAHINDRA BANK: KMB reported a QOQ FY 2Q22 operating result increase of 12.1%, driven by an unnecessary 40% reduction in provisions. Stressed...
97 Views