ENTITY
Astra International

Astra International (ASII IJ)

470
Analysis
Consumer DiscretionaryIndonesia
PT Astra International Tbk assembles and distributes automobiles, motorcycles, and their related spare parts. Through its subsidiaries, the Company also operates in the mining, development of plantations, financial and information technology.
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22 Apr 2024 11:09

Jardine Cycle & Carriage Is A Short

Jardine Cycle & Carriage's premium to NAV is not justifiable.  I'd look to reverse the stub here - Short JCNC, Long Astra.

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09 Dec 2022 12:16

JCNC Is Still Overstretched Vs. Astra

JCNC is expensive here - relative to historical values -  and from an implied stub perspective. And the MSCI inclusion event has now passed. I'd...

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15 Aug 2022 23:01

Jardine Matheson (JM SP): MSCI Blues

Given JMH's strong underlying operating performance, the 40% discount to NAV - one in which there are discounts of discounts, JMH is attractive...

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31 Aug 2021 18:58

CrossASEAN Indonesia Strategy - The Stars Are Aligned

Indonesia has been through the worse in terms of the recent covid surge and is now on the cusp of a steep recovery at a time when foreign weighting...

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16 Jul 2024 08:22

DCI Indonesia (DCII IJ) - More Than a Concept

DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer...

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