Panin Financial - Vanishing Growth, Falling ROE, Despite Likely Rebalancing Beneficiary
PNLF shows vanishing asset growth, falling ROE, and what appears to be a continuation of this during 1Q23. Even if it is a beneficiary from index...
431 Views
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
408 Views
Bank Rakyat Indonesia (BBRI IJ) - Shifting to Higher Yield Products
Bank Rakyat continues to march to the tune of its micro-lending capabilities with recent moves focused on growing its higher-yield Kupedes and...
667 Views
The Week That Was in ASEAN@Smartkarma - Deltamas on Form, Metrodata Enabling Digital, and DBS & Oil
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
473 Views
The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
391 Views