Bank Rakyat Indonesia (BBRI IJ) - Both Micro and Digital
Bank Rakyat Indonesia remains one of our top picks amongst the Indonesian banks, with its renewed focus on its core competency in microlending and...
438 Views
Bank Tabungan Negara – Well Managed
BANK TABUNGAN NEGARA: BBTN reported 4Q20 bottom-line result which increased 36.9% linked quarter. Net new NPLs too have decelerated at just 8.2% on...
360 Views
Bank Central Asia – Poor Showing At Indo Bellweather
BANK CENTRAL ASIA: BBCA reported 4Q20 results decline of 9.0% linked quarter. Results at BCA were highlighted by negative operating jaws. Net new...
356 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
368 Views
PT Bank Rakyat Indonesia: Inefficiencies Deepen While Valuation Remains so Rich
BBRI is reporting subpar fundamental trends while valuations remain rich. A high DPR is not a signal of a high growth stock implied by valuations...
360 Views