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

The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers

Vinfast (VFS US) - An EV Accident Waiting to Happen?

Vinfast (VFS US) - Some Respite from the US

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/vinfast-auto-ltd" target="_blank" data-smartkarma-citation="entities:36550:1" rel="noopener">Vinfast (VFS US)</a> continues to progress in building out its EV brand, being the number one auto brand in Vietnam, and expanding into Indonesia, the Philippines, India, and the US.</li>
<li>A key trend for <a href="https://www.smartkarma.com/entities/vinfast-auto-ltd" target="_blank" data-smartkarma-citation="entities:36550:1" rel="noopener">Vinfast (VFS US)</a> has been the shift in sales to related GSM towards direct retail sales, which now make up around 80% of total EV sales.</li>
<li>Its strategies to showcase EVs through ride-hailing, leasing batteries, providing captive charging infrastructure, and guaranteed resale values are proving to be successful one, being rolled out across markets. </li>
</ul>



Vinfast (VFS US) continues to progress in building out its EV brand, being the number one auto brand in Vietnam, and expanding into Indonesia, the Philippines, India, and the US.
A key trend for Vinfast (VFS US) has been the shift in sales to related GSM towards direct retail sales, which now make up around 80% of total EV sales.
Its strategies to showcase EVs through ride-hailing, leasing batteries, providing captive charging infrastructure, and guaranteed resale values are proving to be successful one, being rolled out across markets. 


Vinfast (VFS US) - Direct-To-Consumer Taking Over