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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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bullishCP 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...

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bullishBerli 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...

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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...

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bullishIndosat 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...

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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...

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