The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
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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Indonesia's Banking Sector: The Eight Bank Stocks to Watch For
These eight banks have reasonable valuations and stand ready to benefit from stronger loan demand and rising interest rates, over the medium term.
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The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
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BJBR: Positive Fundamental Momentum at a Decent Valuation
BJBR is cheap by Indonesian bank standards but increasingly attractive versus EM banks given the dynamics of the Indonesian market and its own high...
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Asia Banks – Oversized Dividends
There are many banks globally that have restricted dividends. This is less apparent in Asia. Even so, we are less concerned with temporary...
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