CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
509 Views
Astra International (ASII IJ) - Resilience in Motion
Astra International remains one of the best proxies for the Indonesian economy, with broad exposure through autos, finance, and heavy equipment and...
638 Views
The Week That Was in ASEAN@Smartkarma - Grab's New Fleet, Cimory, and Bank Central Asia
The past week saw insights on Grab Holdings, Cisarua Mountain Dairy, Bank Central Asia, Bank Negara Indonesia, and Malaysia Airports Holdings.
446 Views
The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
422 Views
Astra Otoparts (AUTO IJ) - EVs, Modern Retail, and Medical Equipment
Astra Otoparts (AUTO IJ) poised for growth with modern retail push, expansion into EV components and medical devices. Valuations attractive on...
623 Views