Bank Negara Indonesia (BBNI IJ) - Digitally Remastered in Style
Bank Negara Indonesia's increasing integration with Indonesia's digital economy stands it in good stead to benefit from the vibrant growth from the...
471 Views
Mayora Indah (MYOR IJ) - Lovely Biscuits
Mayora Indah (MYOR IJ) is one of the best quality consumer companies in Indonesia leading in categories such as biscuits, candies, cereal, and...
377 Views
Bukalapak IPO - Peers & Valuation - Betting on Its Potential
Bukalapak (BUKA) is an Indonesian e-commerce company. In our view, BUKA can trade towards 0.5x P/GMV as of listing which would imply a decent 17 -...
603 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
246 Views
Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
1.2k Views