The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Mandiri – Rise Of Loan Loss Reserves, Unclear?
Sharply higher rise in loan loss reserves than incremental loan loss provision expenses, makes us curious, and this may mean less scope for...
467 Views
Bank Central Asia (BBCA IJ) - More Than Respectable
Bank Central Asia remains one of our top picks amongst the Indonesian banks, given its very strong risk management culture but at the same time...
420 Views
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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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...
309 Views