The War of the Worlds (Part V) - Astra Takes a Stake in GO-JEK
War of the Worlds (Part V) - Adding Astra to the mixThe announcement that Indonesian market heavyweight Astra International Tbk Pt (ASII IJ) has...
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The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
277 Views
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,...
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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...
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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...
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