Astra International (ASII IJ) - Driven by Autos and Commodities
We remain positive on the outlook for Astra International (ASII IJ) as it continues to benefit from strong auto sales and stronger commodity...
166 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
284 Views
Geo Energy: Indonesian Coal Market Beneficiary Trading at Distressed Multiple
GEO has run 70% YTD but has lagged US-listed coal peers such as Consol and Peabody which are up respectively 345% and 606% YTD. We expect a violent...
853 Views
The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
274 Views
Astra International (ASII IJ) - Future Clarity Through Digital Means
Astra International continues to be one of our top Indonesia recovery picks, with recent car sales numbers suggesting a strong recovery is looming...
294 Views