PT Astra Agro Lestari Tbk: The Paradox Of Mediocre Performance And Analysts' Optimism
It’s quite amusing when majority of the analysts hold a neutral to positive view of an oil palm plantation company’s stock, despite an ageing...
357 Views
Astra International - Slowing Traffic - On the Ground in J-Town
An audience with the CFO of Astra, CS Chiew, provided a fascinating insight into both the long term strategic direction of the company, as well as...
234 Views
JCNC: Net Profit Rises Alongside Regional Auto Demand
Cheap on a gross profit basis, good price momentum, and low price volatility vs. the market relative to its sector JCNC’s conglomerate businesses,...
255 Views
The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
141 Views
The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
192 Views