Last Week in Event SPACE: Beijing Jingneng, Maeda Road, Justbon, Tencent, Intouch, JCCC/Astra
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Astra International (ASII IJ) - Sitting in Pole Position
Astra International is trading around 20% below the historical mean on a forward PER basis and could trade higher during a recovery. It remains one...
528 Views
StubWorld: Jardine Cycle/Astra, Neowiz Holdings/Games
The sentiment for Indonesian autos is upbeat. But I would not go long ASII/Short JCNC here. I think a more credible NAV discount for JCNC is ~20%....
605 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views
CrossASEAN Strategy - BI's New Rules a Fillip for Indonesian Property and Autos?
The latest move by Bank Indonesia to increase the loans to value ratio limit for residential property to 100% should be positive in driving...
477 Views