ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Cross Asset Strategy

<ul>
<li>The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia</li>
<li>The past week saw inights on <a href="https://www.smartkarma.com/entities/surya-citra-media-pt-tbk" target="_blank" data-smartkarma-citation="entities:14739:1" rel="noopener">PT Surya Citra Media</a>, <a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">PT Metrodata Electronics</a>, <a href="https://www.smartkarma.com/entities/indocement-tunggal-prakarsa" target="_blank" data-smartkarma-citation="entities:4040:1" rel="noopener">Indocement Tunggal Prakarsa</a><a href="https://www.smartkarma.com/entities/monde-nissin-corp" target="_blank" data-smartkarma-citation="entities:32188:1" rel="noopener">Monde Nissin Corp</a>, <a href="https://www.smartkarma.com/entities/united-fiber-system-ltd" target="_blank" data-smartkarma-citation="entities:20826:1" rel="noopener">Golden Energy &amp; Resources</a>, <a href="https://www.smartkarma.com/entities/thai-solar-energy-pcl" target="_blank" data-smartkarma-citation="entities:4310:1" rel="noopener">Thai Solar Energy</a>, and <a href="https://www.smartkarma.com/entities/thai-union-group-pcl" target="_blank" data-smartkarma-citation="entities:161:1" rel="noopener">Thai Union Group</a>.</li>
<li>There were also macro insights on Malaysia and Vietnam and sector insights on banking, EVs in Indonesia and Singapore-listed manufacturing stocks plus a credit insight on <a href="https://www.smartkarma.com/entities/medco-energi-internasional-tbk-pt" target="_blank" data-smartkarma-citation="entities:20844:1" rel="noopener">Medco Energi (MEDC IJ)</a> </li>
</ul>


The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia
The past week saw inights on PT Surya Citra Media, PT Metrodata Electronics, Indocement Tunggal PrakarsaMonde Nissin Corp, Golden Energy &amp; Resources, Thai Solar Energy, and Thai Union Group.
There were also macro insights on Malaysia and Vietnam and sector insights on banking, EVs in Indonesia and Singapore-listed manufacturing stocks plus a credit insight on Medco Energi (MEDC IJ) 


The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer will stretch between February to around May. We are not saying every stock in this article is a buy. What we're saying is that for them, summer usually acts as an important sales catalyst or at least a time when they gain attention from investors yo. The rainy season, which starts in late May and goes all the way to October, is by far the country's…

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer will stretch between February to around May. We are not saying every stock in this article is a buy. What we're saying is that for them, summer usually acts as an important sales catalyst or at least a time when they gain attention from investors yo. The rainy season, which starts in late May and goes all the way to October, is by far the country's…

Equity Bottom-Up

In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of the thematic stocks we think a lot of retail investors are pushing for. If the earnings meet management expectations, we wouldn't be surprised if the stock reached much higher than Bt5/sh yo. In fact, we think Bt6.3/sh or almost 40% higher than current share price of Bt4.5 is quite possible. Needless to say, this stock is highly speculative, but…

In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of the thematic stocks we think a lot of retail investors are pushing for. If the earnings meet management expectations, we wouldn't be surprised if the stock reached much higher than Bt5/sh yo. In fact, we think Bt6.3/sh or almost 40% higher than current share price of Bt4.5 is quite possible. Needless to say, this stock is highly speculative, but…

Thailand

Thai Solar Energy PCL is a power company that provides renewable energy solutions through the use of solar power.

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Thai Solar Energy (TSE TB)

The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.

The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...

Angus Mackintosh

This Ain't Winterfell, Summer Is Coming!

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...

Athaporn Arayasantiparb, CFA

Wave or Waive?

In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

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