BFI Finance Indonesia (BFIN IJ) - Slower Recovery in Process
The outlook for BFIN in 2H2024 looks more positive, with the company shifting back to higher-return products and with lower expected credit costs....
417 Views
The Week That Was in ASEAN@Smartkarma - GoTo & Grab, BFIN's Rising, and Astra Intl's Oversold
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
407 Views
Astra International (ASII IJ) - Indonesia's Mirror Image
Astra Intl booked record earnings for 2023 despite some softening of commodities, driven by strong performance from the auto division and financing...
420 Views
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
782 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
512 Views