Auto vs non auto split 64% auto
NAV split 80% Indon 4% Siam City Cement 8% Vietnam 3% Singapore and others including Myanmar, Tunas Ridean, C&C Malaysia and REE VN
Market share
Vietnam 40%
Indon 55% for cars 70% for bikes
Discount to NAV 10% (historical), currently 20%
Pertama NPL less than 5%
Ownerships
50% Astra
59% C&C Malaysia
44% Indon auto dealership Tunas Ridean
32% Truong Hai Auto Vietnam
100% C&C SG
NP USD 700 FCF USD 700m
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