Automotive: FY25 Outlook: Recovery in 4W, Flattish 2W Sales (OVERWEIGHT)
We expect 4W growth of 10% yoy, driven by the resilient middle-upper segment, and higher adoption of hybrids/EV (12-13% penetration rate).
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Astra International (ASII IJ) - HEVs, Finance, Healthcare, and Gold
Astra International sees a more positive outlook for autos, both 2W and 4W in 2025, despite new EV entrants and will continue to invest in growth...
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Astra International - Raising Our FY24F-FY26F Est.,
ASII posted strong 9M24 earnings (above) due to recovery in auto, along with strong financial and HE segments. We lifted our EPS est. by 10%/13%...
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Astra International (ASII IJ) - Digging in Against the BEV Threat
Astra International is well-positioned to fend-off the challenge of incoming EV players to Indonesia, a country which far more suited to Hybrid EVs...
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The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
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