MSCI EM Index Approaching 10.5-Month Support; Remain Overweight India; Many EM Buys
$EEM is again approaching major 10.5-month support at $37-$37.50, which has been our important line-in-the-sand throughout 2023. As long as $EEM is...
419 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
568 Views
Bank Mandiri (BMRI IJ) - Higher Returns While Livin' It Up
Bank Mandiri (BMRI IJ) continues to positively surprise on loans, NIMs, and credit costs, with a consequential improvement in returns. This is...
722 Views
BBNI - Stock Split to Double Shares on 10 October | NPLs Are in Sharp Decline, Especially Loss Loans
2 new for 1 old stock split on 10 Oct can mean much more liquidity for shares. Mkt cap/assets looks relatively low also when considering ROA. NPLs...
710 Views
Indonesian Banks Screener; Stick with Negara as Our Preferred Pick
​Bank Negara remains our top pick due to low PE multiples and attractive PEG ratio. We also like Bank Mandiri for its high returns and low PEs....
724 Views