United Tractors: Leveraged Coal Play with Good Corporate Governance Track Record
A conference call with the IR of United Tractors Tbk Pt (UNTR IJ) reveals a strong rebound in Komatsu sales volume (74% YoY in 8M17), thanks to...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
295 Views
Astra International - Transformer - On the Ground in J-Town
A recent company visit with the four-strong Investor Relations team at Astra International Tbk Pt (ASII IJ) at its Sunter Headquarters revealed a...
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Astra International: Reminiscences of the Old Days And Current Thoughts
Times have changed for Astra International Tbk Pt (ASII IJ) in terms of growth profile. But, we believe that what remain unchanged for ASII are...
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
405 Views