CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
509 Views
BFI Finance Indonesia (BFIN IJ) - On a Convincing Turn
BFI Finance Indonesia booked a strong finish to FY2024, as bookings increased by YoY and HoH, with the NPF ratio falling at the same time leading...
659 Views
Indonesian Banks Screener; Bank Negara (BBNI IJ) Stands Out
​Negara's modest valuations, improving returns and efficiency ratio over the medium term to drive share re-rating; Mandiri is attractive on...
536 Views
BRIS - Strong Numbers Just Out, Asset Growth High, Credit Costs Low, Fees Doing Well
BRIS just released its 4Q24 results, with strong numbers. Asset growth is high, credit costs are down, fee income is improving.
807 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Guidance, Indonesia's Pragmatism, and Thai Banks
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ, SLB Development (SLB SP), Japfa Ltd (JAP SP), Hyphens Pharma International (HYP SP),...
697 Views