The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
380 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
377 Views
Indonesia Concerns in Focus
There is no denying the slowing GDP growth in Indonesia. The currency has become more acutely weak. Bad loans are rising for all the major banks...
3.2k Views
A cheap Indonesian bank, with a 10% yield, where NPLs will decline fast.
Poor loan processing caused high NPLs, and this is now changing. Â As NPLs move from 4.5% of loans toward 3.0%, investors will be rewarded. At 1.2x...
600 Views
BBYB.IJ -1Q25 Earnings Beat: Significant CoC Lowering Offset the Lower PPOP
BBYB booked net profit of Rp160bn in 1Q25, up by more than tenfold both qoq and yoy, well ahead of our and consensus’ FY25F.
563 Views