The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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Astra International - Transformer - On the Ground in J-Town
A recent company visit with the four-strong Investor Relations team at Astra International Tbk Pt (ASII IJ) at its Sunter Headquarters revealed a...
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Astra International: Reminiscences of the Old Days And Current Thoughts
Times have changed for Astra International Tbk Pt (ASII IJ) in terms of growth profile. But, we believe that what remain unchanged for ASII are...
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PT Astra Agro Lestari Tbk: The Paradox Of Mediocre Performance And Analysts' Optimism
It’s quite amusing when majority of the analysts hold a neutral to positive view of an oil palm plantation company’s stock, despite an ageing...
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Astra International - Slowing Traffic - On the Ground in J-Town
An audience with the CFO of Astra, CS Chiew, provided a fascinating insight into both the long term strategic direction of the company, as well as...
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