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United Tractors (UNTR IJ)
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215
Analysis
Industrials
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Indonesia
PT United Tractors Tbk distributes and leases construction machinery including Komatsu, Nissan Diesel, Scania, Bomag, Valmet, and Tadano brands. The Company also provides contract mining services, and trades and assembles heavy equipment.
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bullish
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Jardine Cycle & Carriage
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15 Feb 2018 10:23
StubWorld - Set-Up & Unwind Extremes: JCNC, Citic
This week: Jardine Cycle & Carriage Ltd (JCNC SP) looks inexpensive as it indirectly embraces a green goddess; and a closer look at Citic Ltd...
David Blennerhassett
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300 Views
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bullish
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Thematic (Sector/Industry)
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12 Feb 2018 13:36
The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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291 Views
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bullish
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Delta Dunia Makmur
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08 Feb 2018 09:45
Delta Dunia Makmur - Boys from the Blackstuff - On the Ground in J -Town
A meeting with the management of Delta Dunia Makmur Tbk Pt (DOID IJ) revealed a company with an expanding customer base of increasing quality,...
Angus Mackintosh
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249 Views
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bullish
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Thematic (Sector/Industry)
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05 Feb 2018 14:26
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
Angus Mackintosh
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168 Views
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bullish
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Hexindo Adiperkasa
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18 Jan 2018 07:50
Hexindo Adiperkasa: A Hidden Gem at 4.9x Ex-Net Cash PE
Hexindo Adiperkasa Tbk Pt (HEXA IJ) trades at a super compelling 6.3x FY19 PE (ended in Mar) or 4.9x ex-net cash PE. Its high operating leverage...
Johannes Salim, CFA
253 Views
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