Astra International (ASII IJ) - Driving into Indonesia's Growth Areas
Astra's recent 9M2022 numbers confirmed its position as a well-rounded way to play Indonesia's economic recovery through autos and commodities...
377 Views
Last Week in Event SPACE: Toshiba, United Tractor, Recruit, Tyro Payments, DTAC/True, Bank Of Kyoto
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
462 Views
The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
312 Views
United Tractors - Buyback Extended - Maybe 50% To Go
The United Tractors buyback (+ sector bias) has helped the stock outperform its Indo large cap peers by 27% since the announcement. Data suggests...
439 Views
Astra International (ASII IJ) - Autos and Commodities Driving Growth
Astra International remain one of our top picks in Indonesia for the ongoing recovery in an environment where commodity prices remain high....
486 Views