Astra International (ASII IJ) - Opportunity Knocks
Astra Internationa has seen an aggressive sell-off on fears of increasing competition from the EV space as more operators enter the Indonesian auto...
479 Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
645 Views
Indonesian Banks Screener; Mandiri Is Our Top Pick
Our top pick is Bank Mandiri, and we also like Bank Negara; Bank Central Asia is the quality play but it seems fully valued, Bank Rakyat improved...
616 Views
Astra International (ASII IJ) - Rewarding Investors for an Extraordinary Year
Astra International announced a generous 85%-dividend payout to reward investors for its coal exposure in 2022, implying a 10% dividend yield....
505 Views
GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
778 Views