United Tractors (UNTR IJ) - Golden Opportunity
United Tractors is a core holding for exposure to higher commodity prices and rising construction activity in Indonesia through its heavy equipment...
494 Views
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
373 Views
The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
435 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views
Astra International (ASII IJ) - Driven by Autos and Commodities
We remain positive on the outlook for Astra International (ASII IJ) as it continues to benefit from strong auto sales and stronger commodity...
336 Views