BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
592 Views
Bank Danamon – Credit Quality, Failing Fast
Japan’s Mitsubishi Ufj Financial (8306 JP) now holds 94% of Bank Danamon Indonesia (BDMN IJ), and where bank consolidation in Indonesia remains...
640 Views
SMFG (8316 JP): Close But No Cigar (1Q FY3/2020 Results Comment)
1Q FY3/2020 results for Sumitomo Mitsui Financial (8316 JP) represented a small YoY decline at the consolidated net profit level. The group’s...
542 Views
BNI – Misunderstood by Market?
There is little in the recent results of large Indonesian banks that supports the divergence in how the market is considering Bank Negara Indonesia...
665 Views
Bank Danamon – A Shift Toward Lower Returns
The risk to Bank Danamon Indonesia (BDMN IJ) after the Mitsubishi Ufj Financial (8306 JP) take-over may be most clear when looking at peer bank...
638 Views