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United Tractors (UNTR IJ)
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195
Analysis
Industrials
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Indonesia
PT United Tractors Tbk distributes and leases construction machinery including Komatsu, Nissan Diesel, Scania, Bomag, Valmet, and Tadano brands. The Company also provides contract mining services, and trades and assembles heavy equipment.
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bearish
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Jardine Cycle & Carriage
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09 Dec 2022 12:16
JCNC Is Still Overstretched Vs. Astra
JCNC is expensive here - relative to historical values - and from an implied stub perspective. And the MSCI inclusion event has now passed. I'd...
David Blennerhassett
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621 Views
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bullish
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Astra International
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14 Jul 2022 13:46
StubWorld: Astra Trading Cheap. So Is United Tractor
I'd be buying Astra International (ASII IJ) here. But I'd be buying more of United Tractor. I would not set up a long/short here.
David Blennerhassett
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384 Views
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bullish
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Astra International
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28 Feb 2022 09:04
Astra International (ASII IJ) - Rock Solid
Astra International remains a top pick for the economic recovery in Indonesia plus the company continues to look for investment opportunities to...
Angus Mackintosh
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219 Views
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bullish
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Geo Energy Resources
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05 Oct 2021 16:56
Geo Energy: Indonesian Coal Market Beneficiary Trading at Distressed Multiple
GEO has run 70% YTD but has lagged US-listed coal peers such as Consol and Peabody which are up respectively 345% and 606% YTD. We expect a violent...
Nicolas Van Broekhoven
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829 Views
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bullish
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Cross Asset Strategy
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31 Aug 2021 18:58
CrossASEAN Indonesia Strategy - The Stars Are Aligned
Indonesia has been through the worse in terms of the recent covid surge and is now on the cusp of a steep recovery at a time when foreign weighting...
Angus Mackintosh
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218 Views
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