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)

Malaysia Consumer discretionary / Thematic (Sector/Industry)

<p>This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece and strong equity bottom up ideas on stocks including; <a href="https://www.smartkarma.com/entities/3656" target="_blank" data-smartkarma-citation="entities:3656:1">Thai Beverage Pcl (THBEV SP)</a>, <a href="https://www.smartkarma.com/entities/12808" target="_blank" data-smartkarma-citation="entities:12808:1">Ace Hardware Indonesia (ACES IJ)</a>, <a href="https://www.smartkarma.com/entities/13619" target="_blank" data-smartkarma-citation="entities:13619:1">Mitra Pinasthika Mustika Tbk Pt (MPMX IJ)</a>,  <a href="https://www.smartkarma.com/entities/19840" target="_blank" data-smartkarma-citation="entities:19840:1">Pembangunan Perumahan (Persero) Tbk Pt (PTPP IJ)</a>, <a href="https://www.smartkarma.com/entities/765" target="_blank" data-smartkarma-citation="entities:765:1">Olam International Ltd (OLAM SP)</a>, <a href="https://www.smartkarma.com/entities/8387" target="_blank" data-smartkarma-citation="entities:8387:1">Valuetronics Holdings Ltd (VALUE SP)</a>, <a href="https://www.smartkarma.com/entities/18019" target="_blank" data-smartkarma-citation="entities:18019:1">Thaicom Pcl (THCOM TB)</a>, <a href="https://www.smartkarma.com/entities/197" target="_blank" data-smartkarma-citation="entities:197:1">PTT PCL (PTT TB)</a> , <a href="https://www.smartkarma.com/entities/105" target="_blank" data-smartkarma-citation="entities:105:1">Capitaland Mall Trust (CT</a>…</p>

This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece and strong equity bottom up ideas on stocks including; Thai Beverage Pcl (THBEV SP), Ace Hardware Indonesia (ACES IJ), Mitra Pinasthika Mustika Tbk Pt (MPMX IJ),  Pembangunan Perumahan (Persero) Tbk Pt (PTPP IJ), Olam International Ltd (OLAM SP), Valuetronics Holdings Ltd (VALUE SP), Thaicom Pcl (THCOM TB), PTT PCL (PTT TB) , Capitaland Mall Trust (CT…

Capitaland Integrated Commercial Trust (CICT SP)

PT Nippon Indosari Corpindo Tbk. (ROTI) (ROTI IJ)

The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets