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

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

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<li>
<a href="https://www.smartkarma.com/entities/dynasty-ceramic-pub-co-ltd" target="_blank" data-smartkarma-citation="entities:19650:1" rel="noopener">Dynasty Ceramic Pub (DCC TB)</a> is Thailand's leading ceramic tile manufacturer with a large portion of sales in the mass market as well as upcountry, diversifying sales. </li>
<li>The company continues to build new capacity and is moving into the porcelain tile business to cater for the higher-end market where it will compete with Chinese imports.</li>
<li>
<a href="https://www.smartkarma.com/entities/dynasty-ceramic-pub-co-ltd" target="_blank" data-smartkarma-citation="entities:19650:1" rel="noopener">Dynasty Ceramic Pub (DCC TB)</a> is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look reasonable plus a dividend yield of over 6%.</li>
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Dynasty Ceramic Pub (DCC TB) is Thailand's leading ceramic tile manufacturer with a large portion of sales in the mass market as well as upcountry, diversifying sales. 
The company continues to build new capacity and is moving into the porcelain tile business to cater for the higher-end market where it will compete with Chinese imports.

Dynasty Ceramic Pub (DCC TB) is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look reasonable plus a dividend yield of over 6%.


Dynasty Ceramic Pub (DCC TB) - Tiling Thailand with Large and Small