The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Astra International (ASII IJ) - A Dawning Recovery Is Afoot
A conversation with Astra International (ASII IJ early this week was marked by a cautiously optimistic tone for its core auto-related businesses,...
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2020 High Conviction Idea: Astra International (ASII IJ) A Re-Rating Story?
Astra International (ASII IJ) is a well managed Indonesian conglomerate with market-leading exposure to the local auto and motorcycle market but...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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StubWorld: The Jardine Maths Over Strategic
This week in StubWorld ... The Jardine Matheson Hldgs (JM SP) / Jardine Strategic Hldgs (JS SP) ratio is back down to its long-term average -...
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