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United Tractors (UNTR IJ)
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246
Analysis
Industrials
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Indonesia
PT United Tractors Tbk distributes and leases construction machinery including Komatsu, Nissan Diesel, Scania, Bomag, Valmet, and Tadano brands. The Company also provides contract mining services, and trades and assembles heavy equipment.
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bullish
•
Thematic (Sector/Industry)
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12 Feb 2018 13:36
The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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386 Views
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bullish
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PT Buma Internasional Grup
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08 Feb 2018 09:45
Delta Dunia Makmur - Boys from the Blackstuff - On the Ground in J -Town
A meeting with the management of Delta Dunia Makmur Tbk Pt (DOID IJ) revealed a company with an expanding customer base of increasing quality,...
Angus Mackintosh
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307 Views
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bullish
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Thematic (Sector/Industry)
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05 Feb 2018 14:26
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
Angus Mackintosh
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264 Views
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bullish
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Hexindo Adiperkasa
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18 Jan 2018 07:50
Hexindo Adiperkasa: A Hidden Gem at 4.9x Ex-Net Cash PE
Hexindo Adiperkasa Tbk Pt (HEXA IJ) trades at a super compelling 6.3x FY19 PE (ended in Mar) or 4.9x ex-net cash PE. Its high operating leverage...
Johannes Salim, CFA
331 Views
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bullish
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MSCI Emerging Markets Index
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15 Dec 2017 23:11
EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
Vermilion Research
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799 Views
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