Bank Mandiri (BMRI IJ) - Livin' It Up
Bank Mandiri (BMRI IJ) has seen its ROE increase to 18% and it trades on 2.0x FY2022 PBV, which continues to look reasonable given improving returns.
410 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Ace Hardware, and DTAC's Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
326 Views
The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
433 Views
Indonesian Banks 2Q22 Screener; Stick with Bank Mandiri, and Negara Is Our Value Pick
We remain positive on Bank Mandiri, with its attractive pre-provision profitability and healthy cost of risk, whilst trading on attractive...
545 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
4.1k Views