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

We Re-Initiate Coverage on ST Engineering, Keeping Our Narrow Moat Rating

STE: Cybersecurity and Airframe Services Drive Gains

Smartkarma

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

Research Reinvented

Equity Bottom-Up

<p>Three of the Smartkarma Insight providers including myself, <a href="https://www.smartkarma.com/profiles/11" target="_blank" data-smartkarma-citation="accounts:11">Crispin Francis</a> and <a href="https://www.smartkarma.com/profiles/803" target="_blank" data-smartkarma-citation="accounts:803">Valerie Law, CFA</a> took the opportunity to pay a visit to <a href="https://www.smartkarma.com/entities/1714" target="_blank" data-smartkarma-citation="entities:1714:1">Singapore Tech Engineering (STE SP)</a> to <strong>get a feel for the company's newfound growth strategy</strong>, driven to some extent by the arrival of a new CEO, Vincent Chong, who took the helm officially in October, 2016. These are the initial findings from our visit.</p><h2>Much more than Defence</h2><p>This is a company which was originally a predominantly a defence-driven player but now…</p>

Three of the Smartkarma Insight providers including myself, Crispin Francis and Valerie Law, CFA took the opportunity to pay a visit to Singapore Tech Engineering (STE SP) to get a feel for the company's newfound growth strategy, driven to some extent by the arrival of a new CEO, Vincent Chong, who took the helm officially in October, 2016. These are the initial findings from our visit.Much more than DefenceThis is a company which was originally a predominantly a defence-driven player but now…

ST Technologies Engineering (STE) - A Snapshot of the Future - Company Visit