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Astra International (ASII IJ)
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479
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
•
Thematic (Sector/Industry)
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07 Sep 2018 14:21
Indonesian Politics Weekly: Economic Trends Favoring Prabowo; Widodo's Campaign Chair; Import Taxes
Politics: President Joko Widodo attributed the weakness of the rupiah “to external factors that have piled up.” Several opposition figures...
Kevin O’Rourke
380 Views
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bearish
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IDR
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05 Sep 2018 11:39
Rupiah Pressure: Politics Drive Policy Response
Amid relentless currency weakness, the president and economic officials have reiterated plans to curb non‑strategic imports and help exporters...
Kevin O’Rourke
392 Views
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bullish
•
Bank Mandiri Persero
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04 Sep 2018 14:50
Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
Angus Mackintosh
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508 Views
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bullish
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Thematic (Sector/Industry)
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01 Sep 2018 00:43
Indonesian Politics Weekly: Anti-Widodo Protests Lack Traction; Oz Trade Deal Done; Steady Poll Data
Politics: President Joko Widodo accentuated his bond with Golkar by replacing a Golkar minister suspected of corruption (Idrus Marham) with yet...
Kevin O’Rourke
350 Views
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bullish
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Thematic (Sector/Industry)
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27 Aug 2018 10:37
Indonesia Politics Weekly: Hedging Curbs Relaxed; 2019 Budget; Widodo Lead Intact (For Now)
Politics: Neither presidential candidate has named the head of their official campaign team, but both appear to be saddling their teams with...
Kevin O’Rourke
305 Views
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