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

Linknet - A Captive Audience - On the Ground in J-Town

Link Net - Watching the Subscribers - On the Ground in J-Town

Link Net - When a Seller Is Not a Seller - Company Update

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>Buyback a catalyst</h2><p><a href="https://www.smartkarma.com/entities/1050" target="_blank" data-smartkarma-citation="entities:1050:1">Link Net Tbk Pt (LINK IJ)</a> will have an EGM on Monday 15th January to propose a buyback for up to 7.1% of its shares up to a price of Rp6,000 per share. If approved, the buyback will last until 14th July 2019.  I include details of the buyback below. This should provide a positive catalyst for the share price and reinforces my positive fundamental view of the company. It has also announced that it will increase its dividend payout ratio from 35% in 2017 to 50% in 2018, which…</p>

Buyback a catalystLink Net Tbk Pt (LINK IJ) will have an EGM on Monday 15th January to propose a buyback for up to 7.1% of its shares up to a price of Rp6,000 per share. If approved, the buyback will last until 14th July 2019.  I include details of the buyback below. This should provide a positive catalyst for the share price and reinforces my positive fundamental view of the company. It has also announced that it will increase its dividend payout ratio from 35% in 2017 to 50% in 2018, which…

Linknet - Buyback a Catalyst but Fundamentals Stand Out