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

Smartkarma

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

Research Reinvented

Thematic (Sector/Industry)

Myanmar Consumer discretionary / Thematic (Sector/Industry)

<p>I spent the second half of last week in <strong>Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities,</strong> with a visit to <a href="https://www.smartkarma.com/entities/17042" target="_blank" data-smartkarma-citation="entities:17042:1">Arwana Citramulia Tbk Pt (ARNA IJ)</a>'s new plant near Surabaya. In Jakarta, one of the highlights was filter maker <a href="https://www.smartkarma.com/entities/10909" target="_blank" data-smartkarma-citation="entities:10909:1">Selamat Sempurna Pt (SMSM IJ)</a>, which is back on track in 1Q17, after a slower year in 2016. For more detail on these visits, please scroll down. </p><h2>Top Insights of the week in ASEAN</h2><p>In <a href="https://www.smartkarma.com/insights/bullish-rally-base-for-new-highs" target="_blank" data-smartkarma-citation="insights:10300">Bullish Rally Base for New Highs</a>, <a href="https://www.smartkarma.com/profiles/381" target="_blank" data-smartkarma-citation="accounts:381">Thomas Schroeder</a> highlights…</p>

I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana Citramulia Tbk Pt (ARNA IJ)'s new plant near Surabaya. In Jakarta, one of the highlights was filter maker Selamat Sempurna Pt (SMSM IJ), which is back on track in 1Q17, after a slower year in 2016. For more detail on these visits, please scroll down. Top Insights of the week in ASEANIn Bullish Rally Base for New Highs, Thomas Schroeder highlights…

The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping