Astra International (ASII IJ) - Resilience in Motion
Astra International remains one of the best proxies for the Indonesian economy, with broad exposure through autos, finance, and heavy equipment and...
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Plantation Sectoral Update November 15, 2024
We anticipate flat CPO output in FY25F, attributed to another year of La Nina. On the flip side, export volume is expected to weaken amid solid...
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Astra International (ASII IJ) - HEVs, Finance, Healthcare, and Gold
Astra International sees a more positive outlook for autos, both 2W and 4W in 2025, despite new EV entrants and will continue to invest in growth...
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Astra International (ASII IJ) - Strength in Diversity
Astra remains a key proxy for the overall Indonesian economy, The diversity of its earnings exposure underpins its resilience. Valuations are...
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The Week That Was in ASEAN@Smartkarma - Delfi the Chocolatier, Second Chance Property, and Jollibee.
The past week saw Insights on Delfi Ltd (DELFI SP), Second Chance Properties (SCE SP), Jollibee Foods (JFC PM), Vietcombank, and Indonesia Macro.
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