Bank Mandiri (BMRI IJ) - Growing By Digital Means
Bank Mandiri (BMRI IJ) remains a core holding among the Indonesian banks as a proxy for the overall economy with valuations attractive given rising...
832 Views
Bank Negara Indonesia (BBNI IJ) - Time to Play Catch Up?
Bank Negara Indonesia (BBNI IJ) has been a perennial underdog in terms of valuations versus its peers but as its ROE and ROA converge with those...
845 Views
The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
491 Views
Indonesian Banks 3Q22 Screener; Negara Stands Out as the Value Pick
Bank Negara is our key value pick with its very attractive valuations including PEG ratio, we continue to favour Bank Mandiri, but it is our...
476 Views
Bank Central Asia (BBCA IJ) - Demonstrating Digital Prowess
Bank Central Asia (BBCA IJ) continues to be a core holding and trades at a premium to its peers for good reason and it has already demonstrated its...
306 Views