Astra International (ASII IJ) - Autos and Commodities Driving Growth
Astra International remain one of our top picks in Indonesia for the ongoing recovery in an environment where commodity prices remain high....
341 Views
The Week That Was in ASEAN@Smartkarma - Total Acess & True, Carro & Ninja Van Plus Indonesian Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
223 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
265 Views
Siloam International Hospitals (SILO IJ) -Revival of Core Patient Business in Motion
Siloam continues to expand its hospital portfolio but may look to acquire more brownfield assets in future plus it is experimenting with a managed...
372 Views
Mitra Keluarga Karysehat (MIKA IJ) - Back to the Business of Patient Health
Mitra Keluarga Karyasehat remains a key proxy for rising healthcare penetration in Indonesia, with valuation attractive from a historical basis as...
237 Views