ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits, as well as political, economic and sector commentary. A former racing skier, who enjoys ultra-marathons and surfing in his spare time.

ASEAN Insight Provider

Arwana Citramulia (ARNA IJ) - Cementing Its Recovery - On the Ground in J-Town

Arwana Citramulia (ARNA IJ) - Nimble Tile Master - On the Ground in J-Town

Arwana Citramulia - Riding the Sumatran Tiger - On the Ground in J-Town

Arwana Citra Mulia - Digitally Remastered - On the Ground in J-Town

Arwana Citramulia (ARNA IJ) - Increasing Headwinds, High Valuation and Looming Downgrades

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

Equity Bottom-Up

<h2>25 Years and It Only Gets Better</h2><p>I had the privilege of attending low-cost tile manufacturer <a href="https://www.smartkarma.com/entities/17042" target="_blank" data-smartkarma-citation="entities:17042:1">Arwana Citramulia Tbk Pt (ARNA IJ)</a>'s 25th Anniversary celebration in Jakarta recently. It was attended by 750 of the great and good, with a high-security presence and swathes of expensive batik. What is extraordinary and probably not publicized enough is how much philanthropic work is done by the company for poorer communities, often with the help of the military. The company also provides tiles for the…</p>

25 Years and It Only Gets BetterI had the privilege of attending low-cost tile manufacturer Arwana Citramulia Tbk Pt (ARNA IJ)'s 25th Anniversary celebration in Jakarta recently. It was attended by 750 of the great and good, with a high-security presence and swathes of expensive batik. What is extraordinary and probably not publicized enough is how much philanthropic work is done by the company for poorer communities, often with the help of the military. The company also provides tiles for the…

Arwana Citramulia - 25 Years and It Only Gets Better - On the Ground in J-Town