Astra International (ASII IJ) - Driving into Indonesia's Growth Areas
Astra's recent 9M2022 numbers confirmed its position as a well-rounded way to play Indonesia's economic recovery through autos and commodities...
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Astra International (ASII IJ) - Autos and Commodities Driving Growth
Astra International remain one of our top picks in Indonesia for the ongoing recovery in an environment where commodity prices remain high....
350 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
330 Views
Astra International (ASII IJ) - The Perfect Storm Driving Performance
Astra International's 1Q2022 numbers reflect its prime positioning as a beneficiary of recovering domestic growth in Indonesia and its exposure to...
327 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
293 Views