Astra International (ASII IJ) - Strength in Diversity
Astra remains a key proxy for the overall Indonesian economy, The diversity of its earnings exposure underpins its resilience. Valuations are...
536 Views
Jardine Matheson - The Slow Grind Lower Can Continue
Results just out for Jardine Matheson, with a loss of $40m compared with a profit $556m and underlying profit is down 33%, all comparatives are...
927 Views
DCI Indonesia (DCII IJ) - More Than a Concept
DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer...
560 Views
The Week That Was in ASEAN@Smartkarma - Delfi the Chocolatier, Second Chance Property, and Jollibee.
The past week saw Insights on Delfi Ltd (DELFI SP), Second Chance Properties (SCE SP), Jollibee Foods (JFC PM), Vietcombank, and Indonesia Macro.
388 Views
The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
398 Views