Astra International (ASII IJ) - Autos and Commodities Driving Growth
Astra International remain one of our top picks in Indonesia for the ongoing recovery in an environment where commodity prices remain high....
341 Views
Last Week in Event SPACE: NTT, Frasers Hospitality, Genting/Macau, United Tractor, Arb Shockers
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
389 Views
The Stocks to Own in ASEAN – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, and eight stocks...
209 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware SSSG Turns Up, United Tractors, and CPALL
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
236 Views
United Tractors (UNTR IJ) - A Commodity Proxy with Substance
United Tractors possesses hidden value in Agincourt gold reserves, which are worth more than the company's market cap. Valuations remain below...
262 Views