The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Bank Rakyat Indonesia - Increasingly Digitalised Micro Champion
Bank Rakyat Indonesia has set some optimistic guidance for FY2022 loan growth and is well-positioned to take advantage of the recovery with a low...
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Bukalapak (BUKA IJ) - Track the Execution Not the Headlines
Bukalapak held its AGM this week, which effectively repeated the messages from its 1Q2022 results including guidance for FY2022 but there is a lot...
533 Views
Bank Mandiri (BMRI IJ) - Upping the Ante on Returns
Bank Mandiri (BMRI IJ) continues to improve profitability as its increases exposure to higher-yielding assets, with ROEs hitting multi-year highs,...
634 Views
GoTo Index Inclusion: Fast Entry to IDX30, LQ45, IDX80 Confirmed; BIG Buying Next Week
IDX will add GOTO to the IDX30, LQ45 & IDX80 indices at the close on 7 June. A float of 66.4% (vs 4% real float) will require passive trackers to...
891 Views