Bukalapak (BUKA IJ) - The Magic of Mitra
Bukalapak released an impressive set of 2Q2021 results, with the MSME Mitra business now close to half its TPV and showing triple-digit YoY growth....
417 Views
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...
272 Views
Bank of East Asia – Premature Provision Cut
BANK OF EAST ASIA: BEA reported 1H21 HOH results improvement of 34.3% supported by both a reduced loss provision and net interest income...
265 Views
European & UK Banks; Screening for Investment Opportunities
We screen banks’ core earnings & credit quality to identify banks that are good value & can deliver higher dividends - we like Lloyds, BankInter,...
342 Views
Asian Banks – Funding Costs Can Surprise
Many banks have high levels of fixed deposits. As these mature, they re-price at lower rates. The scope for margin expansion is considerable....
384 Views