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Astra International (ASII IJ)
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478
Analysis
Consumer Discretionary
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Indonesia
PT Astra International Tbk assembles and distributes automobiles, motorcycles, and their related spare parts. Through its subsidiaries, the Company also operates in the mining, development of plantations, financial and information technology.
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bullish
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Cross Asset Strategy
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13 Sep 2021 21:19
The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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141 Views
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bullish
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SBI Shinsei Bank
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12 Sep 2021 07:36
Last Week in Event SPACE: Shinsei Bank, Hongkong Land, SOHO China, Bank Rakyat, Oil Search, JCNC
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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277 Views
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bullish
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Jardine Cycle & Carriage
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07 Sep 2021 14:20
StubWorld: JCNC Is A Set-Up Here
Jardines appear to be increasingly more proactive on the corporate front of late. Not being a UK listing, JCNC is unlikely to be tabled a derisory...
David Blennerhassett
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463 Views
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bullish
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Cross Asset Strategy
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30 Aug 2021 23:08
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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135 Views
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bearish
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Jardine Matheson Holdings
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30 Aug 2021 19:18
Jardine Matheson: Value Gradually Emerging Four Months On
Collapsing the circularity and removing its complexity should drive interest in Matheson. And holdings like HKL are cheap at 0.3x P/B. The pushback...
David Blennerhassett
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304 Views
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