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Angus Mackintosh

Angus Mackintosh
ASEAN Insight Provider
CrossASEAN Research

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Indonesia Equity Bottom-Up Thematic (Sector/Industry)
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31 Oct 2024 22:21

Bank Rakyat Indonesia (BBRI IJ) - Visibly Turning the Corner

Bank Rakyat Indonesia booked a better set of 3Q2024 results although Micro continues to need further restructuring, although it looks to have...

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bullishSido Muncul
31 Oct 2024 19:44

Sido Muncul (SIDO IJ) - Stocking Up for Growth

Sido Muncul is seeing strong revenue growth across herbal & supplements, F&B (mainly energy drinks) and pharma, with improving margins, and...

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30 Oct 2024 23:24

BFI Finance Indonesia (BFIN IJ) - On the Apex of the Turn

BFI Finance Indonesia booked a solid set of results for 3Q2024, with new bookings rebonding 19% MoM and total net receivable increase with improved...

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28 Oct 2024 22:22

The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks

The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...

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bullishGrab Holdings
28 Oct 2024 15:31

Grab Holdings (GRAB US) - Harvesting Product-Led Initiatives

Grab has started to harvest revenues from its product-led initiatives with a stronger performance expected in 3Q2024 for both growth and...

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