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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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Toyota Motor
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27 Jun 2024 15:14
Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be a US$26bn Understatement
Toyota, Toyota Industries and Denso are tag teaming to unwind some of their stake in Aisin, in a deal worth over US$1bn. While the timing of the...
Sumeet Singh
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1.2k Views
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bearish
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Jardine Cycle & Carriage
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22 Apr 2024 11:09
Jardine Cycle & Carriage Is A Short
Jardine Cycle & Carriage's premium to NAV is not justifiable. I'd look to reverse the stub here - Short JCNC, Long Astra.
David Blennerhassett
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523 Views
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bearish
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Jardine Cycle & Carriage
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09 Dec 2022 12:16
JCNC Is Still Overstretched Vs. Astra
JCNC is expensive here - relative to historical values - and from an implied stub perspective. And the MSCI inclusion event has now passed. I'd...
David Blennerhassett
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636 Views
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bullish
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Jardine Matheson Holdings
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15 Aug 2022 23:01
Jardine Matheson (JM SP): MSCI Blues
Given JMH's strong underlying operating performance, the 40% discount to NAV - one in which there are discounts of discounts, JMH is attractive...
David Blennerhassett
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589 Views
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bullish
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Cross Asset Strategy
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31 Aug 2021 18:58
CrossASEAN Indonesia Strategy - The Stars Are Aligned
Indonesia has been through the worse in terms of the recent covid surge and is now on the cusp of a steep recovery at a time when foreign weighting...
Angus Mackintosh
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231 Views
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