ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru <a href="https://www.smartkarma.com/profiles/766" target="_blank" data-smartkarma-citation="accounts:766">Athaporn Arayasantiparb</a> to canvass his views on Thailand and his top picks at the moment. His views on the overall economy suggest there may be too much optimism around on a domestic recovery and higher oil prices may eventually stymie growth for the Thai consumer. He likes selected banks, higher end property developers, energy, construction and tourism. Please read on for a…

For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to canvass his views on Thailand and his top picks at the moment. His views on the overall economy suggest there may be too much optimism around on a domestic recovery and higher oil prices may eventually stymie growth for the Thai consumer. He likes selected banks, higher end property developers, energy, construction and tourism. Please read on for a…

The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

In this week's ASEAN Weekly, I decided to fill in for the series as I suspect <a href="https://www.smartkarma.com/profiles/937" target="_blank" data-smartkarma-citation="accounts:937">Angus Mackintosh</a> is collecting good stories in J-town but got stuck in heavy traffic (with no Internet connection).  Macro<a href="https://www.smartkarma.com/profiles/35" target="_blank" data-smartkarma-citation="accounts:35">Manu Bhaskaran</a> asks if tax increases are really needed in Singapore, given that healthcare and social spending is rising at a rapid clip. In Malaysia, with the Malaysian ringgit down 6.7% YoY and higher oil prices that take inflation above 3% YoY,  <a href="https://www.smartkarma.com/profiles/612" target="_blank" data-smartkarma-citation="accounts:612">Prasenjit K. Basu</a> expects Bank Negara to raise…

In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck in heavy traffic (with no Internet connection).  MacroManu Bhaskaran asks if tax increases are really needed in Singapore, given that healthcare and social spending is rising at a rapid clip. In Malaysia, with the Malaysian ringgit down 6.7% YoY and higher oil prices that take inflation above 3% YoY,  Prasenjit K. Basu expects Bank Negara to raise…

The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows

In this week's ASEAN Weekly, we have <a href="https://www.smartkarma.com/profiles/1208" target="_blank" data-smartkarma-citation="accounts:1208">Nicolas Van Broekhoven</a> publishing his inaugural Insight on <a href="https://www.smartkarma.com/entities/19384" target="_blank" data-smartkarma-citation="entities:19384:1">Micro Mechanics (Holdings) Ltd (MMH SP)</a>, which looks like an interesting cash rich value play. <a href="https://www.smartkarma.com/profiles/48" target="_blank" data-smartkarma-citation="accounts:48">Jason Tan</a> highlights Singapore's monetary dilemma, where it will now need to rely more on fiscal stimulus to lift the economy. <a href="https://www.smartkarma.com/profiles/35" target="_blank" data-smartkarma-citation="accounts:35">Manu Bhaskaran</a> applauds Ahok's victory in the first round of the Jakarta Governor's election but he may need President Jokowi's help to win out next time round.<a href="https://www.smartkarma.com/profiles/827" target="_blank" data-smartkarma-citation="accounts:827">Control Risks</a> writes…

In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which looks like an interesting cash rich value play. Jason Tan highlights Singapore's monetary dilemma, where it will now need to rely more on fiscal stimulus to lift the economy. Manu Bhaskaran applauds Ahok's victory in the first round of the Jakarta Governor's election but he may need President Jokowi's help to win out next time round.Control Risks writes…

The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending

In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on credit costs. Three Insight Providers comment on Indonesia's current political standoff and the prospects for economy. We have a travel report and overview on Sri Lanka versus other Frontier Vietnam and Pakistan. We ask, can <a href="https://www.smartkarma.com/entities/497" target="_blank" data-smartkarma-citation="entities:497:1">Comfortdelgro Corp Ltd (CD SP)</a> win out against innovative competitors and improving public transport? We have interesting post…

In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on credit costs. Three Insight Providers comment on Indonesia's current political standoff and the prospects for economy. We have a travel report and overview on Sri Lanka versus other Frontier Vietnam and Pakistan. We ask, can Comfortdelgro Corp Ltd (CD SP) win out against innovative competitors and improving public transport? We have interesting post…

The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping

In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform, <a href="https://www.smartkarma.com/profiles/612" target="_blank" data-smartkarma-citation="accounts:612">Prasenjit K. Basu</a>. and canvas his views on the South East Asian Economies. Indonesia remains his favourite economy <a href="https://www.smartkarma.com/insights/indonesia-firing-on-all-cylinders-but-one-with-inflation-at-a-60-year-low" target="_blank" data-smartkarma-citation="insights:7934">Indonesia: Firing on All Cylinders (But One) With Inflation at a 60-Year Low</a> in the ASEAN region for 2017, followed by Vietnam <a href="https://www.smartkarma.com/insights/vietnam-export-champion-is-allowing-its-banking-problems-to-fester" target="_blank" data-smartkarma-citation="insights:7221">Vietnam: Export Champion Is Allowing Its Banking Problems to Fester</a> . Singapore <a href="https://www.smartkarma.com/insights/singapore-robust-4q-2016-in-the-bag" target="_blank" data-smartkarma-citation="insights:8266">Singapore: Robust 4Q 2016 in the</a>…

In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform, Prasenjit K. Basu. and canvas his views on the South East Asian Economies. Indonesia remains his favourite economy Indonesia: Firing on All Cylinders (But One) With Inflation at a 60-Year Low in the ASEAN region for 2017, followed by Vietnam Vietnam: Export Champion Is Allowing Its Banking Problems to Fester . Singapore Singapore: Robust 4Q 2016 in the…

The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls

Philippines

Metro Pacific Investments Corporation is an investment holding company. The Company, through its subsidiaries, provides water, sanitation and sewerage services, and also operates in real estate, infrastructure projects, toll roads, electricity distribution, hospital operations and light rail.

STI Education Systems Holdings, Inc. provides a range of educational services in the Philippines. The company operates college campuses that offer associate/baccalaureate degree and technical/vocational programs in information and communications technology, arts and sciences, business and management, education, engineering, hospitality and tourism management, and healthcare. Its education centers also provide technical/vocational diploma, certificate, and short-term courses for computer programming, computer technology, software applications, office administration, and others. In addition, the company iACADEMY, which specializes in course offerings in animation and multimedia, as well as graphic arts; De Los Santos STI College, a health science and nursing school; and West Negros University that focuses on the widening of the course offerings in the tertiary level, as well as serves as an entry to the basic education and graduate school level. The company was founded in 1928 and is headquartered in Rizal, the Philippines.

Vantage Equities, Inc. operates as an investment and financial holding company in the Philippines. The company operates through Investment Holdings, Remittance Services, Internet Online-Related Products and Services, and Mutual Fund Management segments. The Investment Holdings segment deals in the acquisition and sale of financial instruments. The Remittance Services segment provides infrastructure and services as the direct agent for money transfer of overseas Filipino workers; facilitates the fulfillment of e-commerce transactions; and serves as a payment platform for business to business or business to customer initiatives. The Internet Online-Related Products and Services segment offers Internet online-related products relating to database search engine, such as, conceptualizing, designing, illustrating, processing, and editing Websites; engages in pre-production and post-production work on Websites in the Internet; and sells and markets products in the form of advertising of finished products in the domestic or export markets. The Mutual Fund Management segment deals in the management of mutual funds. The company was formerly known as iVantage Corporation and changed its name to Vantage Equities, Inc. in April 2008. Vantage Equities, Inc. was incorporated in 1992 and is based in Pasig City, the Philippines.

Anglo Philippine Holdings Corporation, an investments holding firm, focuses on natural resources, property development, and infrastructure activities in the Philippines. The company explores, develops, and produces mineral and aggregates resources, such as petroleum, as well as nickel laterite, copper, and gold. The company was formerly known as Anglo Philippine Oil Corporation and changed its name to Anglo Philippine Holdings Corporation in 1996. Anglo Philippine Holdings Corporation was incorporated in 1958 and is based in Mandaluyong, the Philippines. Anglo Philippine Holdings Corporation is a subsidiary of Alakor Corporation.

Metropolitan Bank & Trust Company offers commercial and investment banking services. The Bank's business activities include borrowing and lending, trade finance, remittances, treasury, investment banking and savings.

COL Financial Group, Inc. provides online stock trading services.

Philippine Stock Exchange Inc. is a self-regulatory organization that provides a fair, efficient, transparent and orderly market for the buying and selling of securities.

Philtrust Bank provides various commercial banking products and services in the Philippines. The company offers checking accounts, savings accounts, time deposits, money market placements, business loans, transfer of funds and collections, remittances, securities investments, and safety deposit boxes. It also provides commercial letters of credit, collections and remittances, foreign exchange services, traveler�s checks, and foreign currency deposit unit transactions. In addition, the company offers trust services, such as trust placement, investment management, estate administration/trustee of bond issues, savings and pension plan administration, and insurance trust services, as well as acts as escrow agent, and stock registrar and transfer agent. It operates a network of approximately 57 branches and 57 automated teller machines. The company was founded in 1916 and is headquartered in Manila, the Philippines.

UnionBank of the Philippines, together with its subsidiaries, provides various commercial banking products and services in the Philippines. It operates through Consumer Banking, Corporate and Commercial Banking, and Treasury segments. The company offers various personal banking products and services, such as savings and checking accounts, and time deposits; auto loans; debit and credit cards; trust and investment products; remittance products and services; and mobile banking services, as well as foreclosed properties and vehicles. It also provides corporate and small and medium scale enterprise products and services that consist of cash management services; various small business products and services; and treasury products. In addition, the company offers corporate and commercial banking loans; salary and mortgage loans; consumer finance products; pre-need insurance products and services; funds transfer facilities; retail and trust banking products and services; and capital markets products, as well as handles transactions in the financial markets covering foreign exchange and fixed income trading, and investments and derivatives products. Further, it provides insurance, securities, and foreign currency brokerage services; data processing services; venture capital products; financial products marketing services; and real estate administration services, as well as acts as a thrift banker. The company serves retail, middle market, corporate, and institutional customers, as well as small and medium enterprises and government institutions. As of December 31, 2014, it had 253 branches; and 243 on-site and 39 off-site automated teller machines. The company was formerly known as Union Savings and Mortgage Bank and changed its name to UnionBank of the Philippines in January 1982. UnionBank of the Philippines was founded in 1968 and is based in Pasig City, the Philippines.

China Banking Corporation is a commercial bank. The Bank provides products and services such as deposit products, loans and trade finance, treasury products, trust products, corporate finance and other investment banking services.

L&T Finance Holdings Limited is a financial holding company. The Company offers a diverse range of financial products and services across the corporate, retail, and infrastructure finance sectors, as well as fund products and investment services.

Voya Financial, Inc. is a retirement, investment and insurance company. The Company offers asset accumulation, asset protection and asset distribution products and services to individual and institutional customers in the United States.

Ackermans & van Haaren NV is an industrial holding company. The Company's holdings are in the contracting-dredging environmental, financial, and staffing services, as well as private equity investing.

Eurazeo S.A. is an investment company that invests in French mid to large-sized companies.  The Company is a long-term investor and works alongside management to provide company transformation support.  Eurazeo's investments include buiness support services,transportation services, real estate & leisure, and financial services sectors.

Onex Corporation has employed an active approach to building industry-leading businesses. The Company manages its own capital and that of its global investors. Onex makes investments in private equity and credit.

Kingdom Holding Company is a diversified investment company based in Saudi Arabia. The Company's interests include banking, real estate, telecommunications, broadcasting and media, entertainment, hospitality, computers and electronics, agriculture, restaurants, upscale fashion, retailing, supermarkets, tourism, travel, and automotive manufacturing.

Aditya Birla Capital Limited (ABCL) provides financial services. The Company offers life and health insurance, private equity, corporate lending, structured finance, asset and wealth management, currency and commodity brokerage, online personal finance management, housing finance, pension funds, and other financial services. ABCL serves customers in India.

Haci Omer Sabanci Holding A.S., also known as Sabanci Holding, is a multibusiness enterprise operating in Turkey. The Company's main operation areas are financial services, energy (electricity generation and distribution), cement, retail and industrial sectors.

Chailease Holding Co Ltd provides financing services such as leasing, installment sale, import/export factoring and direct financing.

PennyMac Financial Services, Inc. provides mortgage lending services. The Company offers credit risk transfers, loan servicing and production, investment management, and other related financial services. PennyMac Financial Services serves customers in the United States.

Ayala Corporation, through its subsidiaries, develops real estate properties. The Company also provides financial services, insurance, and information technology and telecommunications services. In addition, Ayala manufactures and sells passenger cars as well as having operations in the food and agriculture industries.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ayala Corporation (AC PM)

The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam

For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...

Angus Mackintosh

The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows

In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...

Valerie Law, CFA

The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending

In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...

Angus Mackintosh

The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping

In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...

Angus Mackintosh

The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls

In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...

Angus Mackintosh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)