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
Banks: Beware of Catching the Falling Knives (NEUTRAL)
Bank valuations have derated, but PBV valuations have yet to hit bottom in the past two downcycles, i.e., 2015-2016 and 2019-2020.
247 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
BRIDS Market Pulse: Chart of the Week – Copper Vs DXY
Market: JCI closed the week at -0.8% wow, faring better than ASEAN EM markets, which experienced a notable underperformance on the back of concerns...
288 Views
The Week That Was in ASEAN@Smartkarma - Grab's New Fleet, Cimory, and Bank Central Asia
The past week saw insights on Grab Holdings, Cisarua Mountain Dairy, Bank Central Asia, Bank Negara Indonesia, and Malaysia Airports Holdings.
446 Views