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Astra International (ASII IJ)
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478
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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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04 May 2020 10:50
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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302 Views
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bullish
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Keppel Corp
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03 May 2020 08:00
Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
David Blennerhassett
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314 Views
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bullish
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Cross Asset Strategy
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27 Apr 2020 13:13
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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300 Views
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bullish
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Li & Fung Ltd
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26 Apr 2020 08:02
Last Week in Event SPACE: Bank Permata, Li & Fung, Ricoh, Allied Props, DP World, Caltex, Sing Air
Last Week in Event SPACE ... Bank Permata (BNLI IJ)'s terms have been lowered. Investors currently long Bank Permata should understand what is...
David Blennerhassett
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396 Views
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bearish
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Quantitative Analysis
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24 Apr 2020 10:34
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
Steven Holden
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412 Views
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