Astra International (ASII IJ) - Driven by Autos and Commodities
We remain positive on the outlook for Astra International (ASII IJ) as it continues to benefit from strong auto sales and stronger commodity...
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The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
284 Views
Geo Energy: Indonesian Coal Market Beneficiary Trading at Distressed Multiple
GEO has run 70% YTD but has lagged US-listed coal peers such as Consol and Peabody which are up respectively 345% and 606% YTD. We expect a violent...
851 Views
The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
272 Views
Astra International (ASII IJ) - Future Clarity Through Digital Means
Astra International continues to be one of our top Indonesia recovery picks, with recent car sales numbers suggesting a strong recovery is looming...
291 Views