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)

Vietnam Consumer discretionary / Thematic (Sector/Industry)

<h2>The Week that Was in ASEAN@Smartkarma</h2><p>In this week's edition, I include the snap shot from a meeting in Jakarta with township developer <a href="https://www.smartkarma.com/entities/15498" target="_blank" data-smartkarma-citation="entities:15498:1">Bumi Serpong Damai Pt (BSDE IJ)</a>, which cemented my view that the company is one of the <strong>best positioned to take advantage of a potential recovery in the residential market</strong> but has also built solid recurrent income from its investment properties, often with well established partners from overseas (Hong Kong Land, AEON and Tokyo Land). The perception of the…</p>

The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong Damai Pt (BSDE IJ), which cemented my view that the company is one of the best positioned to take advantage of a potential recovery in the residential market but has also built solid recurrent income from its investment properties, often with well established partners from overseas (Hong Kong Land, AEON and Tokyo Land). The perception of the…

The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots