Bank Mandiri: Modest Growth Re-Acceleration Only Amid Share Price Run Up
Conference call with management reveals 2020 vision and 2018 outlook. We are disappointed with only modest growth re-acceleration (SD growth rate...
199 Views
MNC Investama: Conference Call with the Chairman
Conference call with Mr. Hary Tanoesoedibjo reveals that Mnc Investama Tbk Pt (BHIT IJ) would focus on three core businesses: media, financial...
436 Views
Bank Rakyat Indonesia: A Gold Standard in Micro Loans Lending
A conference call with IR of Bank Rakyat Indonesia Perser (BBRI IJ) reveals plenty of room for loan growth in the next few years. BBRI is a gold...
378 Views
Bank Tabungan Pensiunan Nasional: Misunderstood Small-Cap Bank with a 40% Upside Potential
Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ) is a misunderstood small cap bank stock given 1) digital banking/branchless initiatives 2)...
388 Views
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
315 Views