Bank Central Asia (BBCA IJ) - The Digital Surge
Bank Central Asia (BBCA IJ) remains a core holding amongst Indonesian banks despite trading on higher PBV versus peers justified by its lead-in...
455 Views
Adi Sarana Armada (ASSA IJ) - Crystalizing Used Car Value
Adi Sarana Armada (ASSA IJ) has successfully spun off its Auto trading subsidiary Autopedia Sukses Lestari (ASLC IJ) through an IPO reducing debt...
357 Views
Bank Negara Indonesia – What on Earth Is Management Thinking?
BANK NEGARA INDONESIA: BNI posted a poor set of 4Q21 results, and heavily dependent on a negative 10.0% tax rate. BNI recently announced deal comes...
366 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
445 Views
Bank Mandiri Persero (BMRI IJ) - Livin' in Digital World
Bank Mandiri stands out amongst the top 4 banks in that it has chosen to push its digital services through Livin" rather than a stand-alone digital...
369 Views