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INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
26 September 2016
1.3k
Insights
481.4k
Views
761
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Indonesia
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
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Recent
bullish
•
CP Axtra
•
19 Dec 2024 21:23
CP AXTRA (CPAXTRA TB) - Governance Concerns over Property Investment
CP Axtra has seen a heavy impact on its share price following an announcement it would invest THB12-15bn in a mixed-use property project called the...
Angus Mackintosh
262 Views
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bullish
•
Berli Jucker
•
19 Dec 2024 10:18
Berli Jucker (BJC TB) - Big C on the Turn
Berli Jucker (BJC TB) has started to see better performance from Big C SSSG from 3Q2024, with strong performance in October and November, with an...
Angus Mackintosh
185 Views
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bullish
•
Cross Asset Strategy
•
16 Dec 2024 16:50
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
Angus Mackintosh
251 Views
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bullish
•
Indosat Tbk PT
•
16 Dec 2024 16:46
Indosat (ISAT IJ) - Rising ARPUs with an AI Twist
Indosat's move into the AI sphere through its exclusivity in providing NVIDIA Corp's GPUs in Indonesia should be an additional growth driver in...
Angus Mackintosh
250 Views
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bullish
•
Global Digital Niaga Tbk PT
•
13 Dec 2024 11:26
Global Digital Niaga (BELI IJ) - Speeding the Horses to Profitability
A recent meeting with Global Digital Niaga (BELI IJ) looking at its longer-term strategy confirmed its differentiated standing, with a keen focus...
Angus Mackintosh
376 Views
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