Bank Central Asia – Poor Showing At Indo Bellweather
BANK CENTRAL ASIA: BBCA reported 4Q20 results decline of 9.0% linked quarter. Results at BCA were highlighted by negative operating jaws. Net new...
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The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
370 Views
PT Bank Rakyat Indonesia: Inefficiencies Deepen While Valuation Remains so Rich
BBRI is reporting subpar fundamental trends while valuations remain rich. A high DPR is not a signal of a high growth stock implied by valuations...
362 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...
318 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...
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