Bank Mandiri - Feeling the Pulse - On the Ground in J-Town
A recent company visit to Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed that corporate loan growth is focused on the top 20 companies,...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
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JSMR (JSMR IJ): No. 1 Toll-Road Operator in Indonesia
Good price momentum, earnings on an upcycle trend, and good price momentum relative to its sector As the largest toll-road operator by market...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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