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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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Jardine Cycle & Carriage
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23 Feb 2021 13:20
StubWorld: Jardine Cycle/Astra, Neowiz Holdings/Games
The sentiment for Indonesian autos is upbeat. But I would not go long ASII/Short JCNC here. I think a more credible NAV discount for JCNC is ~20%....
David Blennerhassett
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464 Views
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bullish
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Cross Asset Strategy
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22 Feb 2021 21:37
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
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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200 Views
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bullish
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Thematic (Sector/Industry)
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22 Feb 2021 11:49
CrossASEAN Strategy - BI's New Rules a Fillip for Indonesian Property and Autos?
The latest move by Bank Indonesia to increase the loans to value ratio limit for residential property to 100% should be positive in driving...
Angus Mackintosh
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352 Views
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bullish
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Adi Sarana Armada
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25 Jan 2021 09:39
Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
Angus Mackintosh
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415 Views
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bullish
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Cross Asset Strategy
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18 Jan 2021 22:01
The Week That Was in ASEAN@Smartkarma - Thai Union, Bluebird Taxi, and Cement
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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244 Views
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