The Week That Was in ASEAN@Smartkarma - Berli Jucker, CSAP, and Silverlake Asia
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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Digital Banks - Still Robust Earnings Growth Potentials Despite Increasing Competition
Despite heightened competition from new players, we expect Seabank and ARTO to retain their dominance in the digital banking space.
258 Views
Bank Neo Commerce - Turning into Net Loss in 2Q24 on Loans and NIM Contraction
BBYB reported a slight net loss of Rp20bn in 2Q24 (vs. slight net profit in 1Q24) from lower NII, partly offset by lower opex and provisions.
226 Views
Bank Neo Commerce (BBYB IJ) - 1Q24 Earnings Beat: A Profitable 1Q from Lower Provisions
Maintain Buy rating with an unchanged TP of Rp600 with a low LDR and sufficient coverage to drive loans and earnings growth.
271 Views
The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
453 Views