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...
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The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
474 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...
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Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
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Indonesian Banks Screener; Mandiri Is Our Top Pick on Quality and Return Trends
​Mandiri is our quality top pick with better valuations to returns mix than BCA, value pick Negara has low PE ratios and improving returns....
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