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....
617 Views
The Week That Was in ASEAN@Smartkarma - BBNI's Aspirations, Oceanagold IPO, and Thailand's Recovery
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), OceanaGold Philippines, Sam Holdings IPO, and the most SET50...
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Possible Positive ST Sentiment from the Likelihood of a One-Round Presidential Election
We maintain our FY24-end JCI target of 7,830 and see themes to play ST sentiment on big caps, select metals and cons. discretionary proxies.
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Bank Negara Indonesia (BBNI IJ) - Big on Aspirations
BBNI remains an interesting proxy for Indonesia's economy, with digital banking helping to drive returns. Valuations remain below peers but the...
459 Views