Indonesian Banks Screener; Negara Stands Out on Value, Growth Potential and Improving Return Trends
Negara is our value pick, with improving returns and the best NPL coverage of the peer group, and we maintain Mandiri as a buy for its best...
279 Views
IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some Stocks
The Indonesian indices rebalance at the close today and there will be multiple days of volume going through on some stocks.
703 Views
The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
223 Views
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
263 Views
Bank Mandiri - All Cylinders Firing Strong
BMRI reveals cyclical and structural strength to such as a degree that its ROA is highest in its history. Loan growth, NPL decline, lower operating...
282 Views