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)

This week's offering in ASEAN includes a plethora of company visits and on the ground commentary from our Insight Providers in South East Asia.TOP insights of the Week in ASEANIn his insight, <a href="https://www.smartkarma.com/insights/thailand-s-hotel-software-honcho" target="_blank" data-smartkarma-citation="insights:11272">Thailand’s Hotel Software Honcho</a>, our Thai Guru, <a href="https://www.smartkarma.com/profiles/766" target="_blank" data-smartkarma-citation="accounts:766">Athaporn Arayasantiparb, CFA</a>  comments on two companies following company visits. The first is <a href="https://www.smartkarma.com/entities/24174" target="_blank" data-smartkarma-citation="entities:24174:1">Comanche International PCL (COMAN TB)</a>, which is a Thai software company catering to the hotel and restaurant industry. Its existing client base includes 42 hotel…

This week's offering in ASEAN includes a plethora of company visits and on the ground commentary from our Insight Providers in South East Asia.TOP insights of the Week in ASEANIn his insight, Thailand’s Hotel Software Honcho, our Thai Guru, Athaporn Arayasantiparb, CFA  comments on two companies following company visits. The first is Comanche International PCL (COMAN TB), which is a Thai software company catering to the hotel and restaurant industry. Its existing client base includes 42 hotel…

The Week that Was in ASEAN@Smartkarma - Railways, Scandals and Dog Fights