The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
231 Views
Astra International (ASII IJ) - Digitally Remastered in a Cyclical Recovery
Astra remains a top pick to play the economic recovery in Indonesia through autos, motorbikes, financial services, and heavy equipment with...
439 Views
Astra International (ASII IJ) - Sitting in Pole Position
Astra International is trading around 20% below the historical mean on a forward PER basis and could trade higher during a recovery. It remains one...
353 Views
The Week That Was in ASEAN@Smartkarma - Thai Union, Bluebird Taxi, and Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
248 Views
Astra International (ASII IJ) - An Auto-Recovery Story with a Golden Digital Twist
Astra remains one of our top picks for post-COVID-19 recovery in Indonesia, with its core auto and other businesses gaining ground. It has a rock...
355 Views