AKR Corporindo (AKRA IJ)- Fill up the Tank
AKR Corporindo (AKRA IJ) released a surprisingly positive set of indicative numbers for 1Q2020 underlining the strategic and defensive nature of...
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AKR Corporindo (AKRA IJ) - Industrial Proxy with Strong Credentials
AKR Corporindo (AKRA IJ) has been punished with the rest of the Indonesian market but saw some respite after publishing FY19 earnings numbers which...
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The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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AKR Corporindo (AKRA IJ) - Time to Fill-Up the Tank?
A meeting with AKR Corporindo (AKRA IJ) management in Jakarta last week, confirmed that despite last year's issues over subsidised fuel pricing,...
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Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
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