BMRI: Subpar Trends and Rich
Trends at BMRI were soft at FY2-/19 with Asset Quality evolution particularly fragile. Valuations are rich enough even for diehard advocates of the...
492 Views
The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
345 Views
Bank Mandiri Persero (BMRI IJ) - Time to Look Forward
Bank Mandiri Persero (BMRI IJ) remains a core holding in Indonesia, as a play on the recovery of loan growth, as the economy picks up and...
309 Views
Bank Credit Weekly: GameStop Is Noise, Not a Signal, for Risk Assets
GME is noise, not a signal. Economic growth and monetary policy remain the drivers for credit markets. Reconciliation or negotiation equal the same...
365 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
313 Views