Archive

Q3 2023

• BMRI Q3 2023 Deposits Came Back in Q3 - So Why Is Mandiri's Loan-to-Deposit Ratio Still Climbing?Nov 05
• JIOFIN Q3 2023 The Debut Quarter Where 94% of the Balance Sheet Was One StockOct 16

Q2 2023

• MEITUAN Q2 2023 Turned Profitable Again — Then Bought Its Own Departing Co-Founder's AI StartupAug 24
• SEABANK Q2 2023 Why a 19% Net Interest Margin Still Isn't EnoughAug 14
• BMRI Q2 2023 Retail's Credit Costs Tripled, Treasury's Margin Nearly Vanished - Profit Still Rose 25%Aug 04

Q1 2023

• BHARTIARTL Q1 2023 Profit Jumped 50%, Free Cash Flow Fell 26% - Which Number Should You Believe?May 24
• BABA Q1 2023 Alibaba Voted to Split Into Six Companies the Same Year Profit Finally RecoveredMay 08
• BMRI Q1 2023 Where Did Rp108 Trillion in Deposits Go in Three Months?May 08

Q4 2022

• BMRI Q4 2022 NPLs Fell to 1.88%. Restructured Covid Loans Are Still 11% of the Book.Feb 03

Q3 2022

• ICICIBANK Q3 2022 Why Won't ICICI Bank Say What Its Rs. 10,000 Crore Buffer Is For?Oct 22

Q2 2022

• IDEA Q2 2022 Revenue Hit a Post-Merger High. The Quarterly Loss Still Got Worse.Aug 09

Q1 2022

• IDEA Q1 2022 Is This Telecom Already Insolvent on Paper?May 09
• BABA Q1 2022 Net Income Fell 59%, and This Time a One-Time Charge Isn't the ReasonMay 09

Q4 2021

• MEITUAN Q4 2021 A $6 Billion Grocery Bet Hiding Inside Two Profitable BusinessesFeb 03
• DNET Q4 2021 Net Income Tripled. The Stock Fell Anyway.Feb 03

Q3 2021

• HOOD Q3 2021 Did Robinhood's Growth Story Peak the Quarter It Went Public?Nov 04

Q2 2021

• HOOD Q2 2021 The Dogecoin Quarter, and the $87 Million Regulatory Tab Coming DueAug 20
• DASH Q2 2021 Why Is DoorDash Suddenly Losing More Money Than It Did a Year Ago?Aug 19

Q1 2021

• DASH Q1 2021 Is DoorDash Now Paying for the Ballot Measure It Won?May 21
• BABA Q1 2021 Revenue Grew 41%, the Fastest in Three Years, But Operating Income Actually FellMay 08