The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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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,...
460 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...
858 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
447 Views
China FDI Surges / 2Q GDP Coasts / EU Plans New CPO Hurdle / Oil Spill, Blackout = SOE[rry] Tale
GDP growth was 5.05 percent yoy in 2Q19, with low fixed-capital formation offsetting reasonably strong household consumption. Prospects exist for...
432 Views