Astra International - Slowing Traffic - On the Ground in J-Town
An audience with the CFO of Astra, CS Chiew, provided a fascinating insight into both the long term strategic direction of the company, as well as...
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The Week that Was in ASEAN@Smartkarma - Diggers, Towers and Kitchens
The Week that Was in ASEAN@Smartkarma The past Easter week has been an especially productive one in [email protected] have an insight on heavy...
194 Views
United Tractor (UNTR): Fundamentals Priced In - Take Profits
Market cap: US$8bnOur view:United Tractors Tbk Pt (UNTR IJ) a proxy to coal production recovery. We mentioned in our earlier note Thermal Coal...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
697 Views
China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
250 Views