BFI Finance Indonesia (BFIN IJ) - Slower Recovery in Process
The outlook for BFIN in 2H2024 looks more positive, with the company shifting back to higher-return products and with lower expected credit costs....
417 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...
394 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
435 Views
Bank Jago (ARTO IJ) - FY24-25F Estimates and TP Cut on Weaker Growth Outlook
ARTO’s FY23 net profit slightly missed our estimate/the cons. due to higher-than-expected CoF and opex, partly offset by lower provisions.
354 Views
GoTo Gojek Tokopedia (GOTO IJ) - Warming Up the New Engines of Growth
2024 will be a transformational year for GoTo without the yoke of Tokopedia promotional spending but with significant cash coming in every quarter...
669 Views