Bank Central Asia – Good, But New Credit Challenges Ahead
BANK CENTRAL ASIA: BCA reported a 5.3% QOQ 2Q21 results increase. Despite the 92.4% net new NPLs increase, we calculate that loss reserves are...
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CrossASEAN Indonesian Strategy - Peaks and Troughs
Indonesia has extended its PPKN mobility measures until the end of July but we are starting to see some positive signs pointing to a peak in cases....
279 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
315 Views
Bank Negara Indonesia (BBNI IJ) - Digitally Remastered in Style
Bank Negara Indonesia's increasing integration with Indonesia's digital economy stands it in good stead to benefit from the vibrant growth from the...
473 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
248 Views