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CrossASEAN Research

CrossASEAN Research
Insights across South East Asia

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bullishAKR Corporindo
28 Apr 2025 11:59

AKR Corporindo (AKRA IJ) - A New Chapter Begins

AKR Corporindo (AKRA IJ) released a solid set of results driven by its trading & distribution segment, retail gas stations, and very strong...

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26 Apr 2025 13:24

Sumber Alfaria Trijaya (AMRT IJ) - Good Reason for Optimism

Alfamart will continue to expand its store network in 2025, with Lawson under AMRT to bring future synergy benefits. Valuations look attractive...

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bearishMacroeconomics
24 Apr 2025 21:12

China: Tariff Walls to Exacerbate Capital Flight, Deflation, Over-Capacity Challenges

​Record rise in TSF drove strong 1Q2025 industrial & GDP growth. Trade surplus US$1.08trn in year to Mar'25, but FX reserves flat, indicating...

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24 Apr 2025 10:05

Aspirasi Hidup Indonesia (ACES IJ) - Growing AZKO Stores and Private Label

AHI continues to push the AZKO brand with higher promotional spend, offset by the lack of royalties to ACES US. Guidance looks conservative and...

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21 Apr 2025 22:02

The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.

The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...

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