Mandala Multifinance (MFIN IJ): 13th Feb Change Of Control Vote
It appears the transaction timeline is moving towards the pointy end. Assuming settlement mid-April, this is trading at a gross/annualised spread...
428 Views
MUFG Seeks A Majority Stake In Mandala
The only pushback is if the regulator has an issue with MUFG becoming the dominant player. Barring that, at a gross/annualised spread of 23%/31%,...
499 Views
Indonesian Banks; We Stick with Our Key Pick Bank Negara (BBNI IJ)
We rank Indonesian banks based on our proprietary scorecard; ​Negara is top due to good value, credit quality, return potential and at a deep PBV...
439 Views
The Week That Was in ASEAN@Smartkarma - ACES, Alfamart, and Shakey's Pizza
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Shakey's Pizza (PIZZA PM), Spindex Industries...
402 Views
Indonesian Banks Screener; Bank Negara (BBNI IJ) Stands Out
​Negara's modest valuations, improving returns and efficiency ratio over the medium term to drive share re-rating; Mandiri is attractive on...
536 Views