Astra International: Reminiscences of the Old Days And Current Thoughts
Times have changed for Astra International Tbk Pt (ASII IJ) in terms of growth profile. But, we believe that what remain unchanged for ASII are...
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PT Astra Agro Lestari Tbk: The Paradox Of Mediocre Performance And Analysts' Optimism
It’s quite amusing when majority of the analysts hold a neutral to positive view of an oil palm plantation company’s stock, despite an ageing...
455 Views
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...
332 Views
JCNC: Net Profit Rises Alongside Regional Auto Demand
Cheap on a gross profit basis, good price momentum, and low price volatility vs. the market relative to its sector JCNC’s conglomerate businesses,...
329 Views
The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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