Astra International - Transformer - On the Ground in J-Town
A recent company visit with the four-strong Investor Relations team at Astra International Tbk Pt (ASII IJ) at its Sunter Headquarters revealed a...
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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...
340 Views
AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of April I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
570 Views
Mother of All Enbloc Sale on the Market
The positive momentum of the primary home sales market has triggered positive responses from developers. Developers have been aggressively bidding...
321 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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