2025 High Conviction - BMRI Strong Loan Growth at 2x Industry, Better Fees and Lower Costs/Assets
BMRI is taking market share of loans, growing strongly, with no worsening in credit metrics. Slightly lower NIM is offset by higher fees, and also...
920 Views
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...
439 Views
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.
625 Views
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...
354 Views
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...
476 Views