Astra International (ASII IJ) - A Dawning Recovery Is Afoot
A conversation with Astra International (ASII IJ early this week was marked by a cautiously optimistic tone for its core auto-related businesses,...
472 Views
The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
566 Views
2020 High Conviction Idea: Astra International (ASII IJ) A Re-Rating Story?
Astra International (ASII IJ) is a well managed Indonesian conglomerate with market-leading exposure to the local auto and motorcycle market but...
869 Views
The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
830 Views
CrossASEAN Indonesia Strategy - A Very Significant Policy Move Afoot?
In a very significant potential policy development in Indonesia, the Cabinet has been discussing amending the legally imposed cap on the Budget...
428 Views