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Astra International (ASII IJ)
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479
Analysis
Consumer Discretionary
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Indonesia
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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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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243 Views
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bullish
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Astra International
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06 Feb 2018 16:59
Astra International Buy with Tight Risk Point
Astra International has held up very well (as has Indonesia) during more volatile trading in other parts of Asia and is leaning into an interesting...
Thomas Schroeder
126 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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161 Views
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bullish
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Bank Mandiri Persero
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18 Jan 2018 15:38
Bank Mandiri - Feeling the Pulse - On the Ground in J-Town
A recent company visit to Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed that corporate loan growth is focused on the top 20 companies,...
Angus Mackintosh
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165 Views
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bullish
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Selamat Sempurna
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01 Dec 2017 14:26
Selamat Sempurna - Filtering the World - On the Ground in J-Town
Selamat Sempurna Pt (SMSM IJ) is an underappreciated high-quality auto filter and component maker in Indonesia, with a leading market position. It...
Angus Mackintosh
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275 Views
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