Astra International (ASII): A Discount on Paper, a Cash-Earnings Test in Practice
Auto sales are recovering, but Astra is losing share. UNTR earnings and cash flow are weakening, yet ASII is buying back shares. Is its 13% NAV...
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Primer: Astra Agro Lestari (AALI IJ) - Aug 2026
Astra Agro Lestari (AALI) is a major Indonesian palm oil producer with a vertically integrated business model, from plantations to refineries....
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Macro Strategy: The Fed Tightens: Can BI Hold the Line?
The Fed Tightens: Can BI Hold the Line? The curve prices in another hike, but historical patterns suggest a more measured yield adjustment than in...
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The Stocks to Own in ASEAN – Vol. 54
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
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The Stocks to Own in Asia – Vol. 52
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine new join the...
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