Indonesia: Record Lows But Not Abandoned
Average weights have fallen to an all-time low of 0.93%, with fund participation at a 15-year low of 80.45% — yet the majority of active EM...
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Astra International (ASII IJ): Synthetic Expert Call Transcript (17 Jul 2026)
The structural valuation gap between Astra International (ASII) and United Tractors (UNTR) is driven by a widening conglomerate discount, with the...
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StubWorld: Astra Is "Cheap" To Tractors
Astra's implied stub and simple ratio (Astra/United Tractors) are both at multi-year lows. Forward growth for deconsolidated ops is strong. I might...
124 Views
ASEAN Rotation: Indonesia Weakens, Singapore Gains, Thailand Stabilises
ASEAN positioning shifts as Indonesia loses ground and Malaysia stays weak. Singapore and Thailand attract inflows, while new leaders like ICTSI...
423 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
822 Views