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CrossASEAN Research
Insights across South East Asia
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bullish
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Sido Muncul
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11 Mar 2025 13:59
Sido Muncul (SIDO IJ) - Increasingly Diversified Growth
Sido Muncul remains a standout consumer proxy in Indonesia through its Tolak Angin herbal brand playing into increased health consciousness and...
Angus Mackintosh
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87 Views
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bullish
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Cross Asset Strategy
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10 Mar 2025 21:27
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
Angus Mackintosh
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197 Views
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bullish
•
Sea Ltd
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10 Mar 2025 19:25
Sea Ltd (SE US) - Shifting into Overdrive
Sea Ltd booked a blowout set of results, with strong growth and profitability across all three divisions, surpassing previous guidance and bringing...
Angus Mackintosh
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375 Views
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bullish
•
Cisarua Mountain Dairy
•
10 Mar 2025 19:24
Cisarua Mountain Dairy (CMRY IJ) - New Variants and Channels
Cimory will drive future growth by expanding across channels, especially general trade and with the launch of new products in both dairy and...
Angus Mackintosh
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214 Views
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bullish
•
Astra International
•
07 Mar 2025 00:20
Astra International (ASII IJ) - Resilience in Motion
Astra International remains one of the best proxies for the Indonesian economy, with broad exposure through autos, finance, and heavy equipment and...
Angus Mackintosh
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345 Views
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