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Astra International (ASII IJ)
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470
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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Thematic (Sector/Industry)
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10 Feb 2017 18:52
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
Angus Mackintosh
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268 Views
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bearish
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Thematic (Sector/Industry)
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09 Feb 2017 12:41
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
Daniel Hellberg
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1.2k Views
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bullish
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Thematic (Sector/Industry)
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03 Feb 2017 17:49
The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
Angus Mackintosh
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1.3k Views
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bullish
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Thematic (Sector/Industry)
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21 Jan 2017 11:39
Then & Now: Online Grocery Delivery in the US & SE Asia (Part 2 of 2)
In this piece, we continue part 2 of the article written by Daniel Hellberg as part of our collaboration piece: #Then & Now: Online Grocery...
Valerie Law, CFA
668 Views
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bullish
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Thematic (Sector/Industry)
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11 Jan 2017 13:25
Hello Indo Consumption, How Are You Doing?
Our proprietary consumption scorecard reveals that Indonesia consumption in 2Q-4Q16 period is on the recovery path. We expect the consumption...
Johannes Salim, CFA
1.3k Views
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