The Week That Was in ASEAN@Smartkarma - Bangkok Dusit, Grab Results, and Indonesia's Election
The past week saw insights on Indonesia's election, Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), Delta Electronics Thailand,...
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Astra International (ASII IJ) - Driving Towards Future Sustainability
Astra International's results are a testament to the company's resilience in the face of declining commodity prices, with autos. motorcycles and...
526 Views
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
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Astra International (ASII IJ) - Crossing EV Boundaries
Astra International continues to invest in core growth areas of the Indonesian economy, with a strong sustainability bent. Valuations are...
612 Views
Southeast Asia Plantations: Where Things Stand with the Weather, Still Bullish
The El Nino is progressing slowly, but for edible oils, heat waves around the world continue to elevate near-term yield risks. Maintain bullish...
341 Views