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INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
26 September 2016
1.2k
Insights
435.1k
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745
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Indonesia
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
•
Cross Asset Strategy
•
22 Jul 2024 18:09
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
Angus Mackintosh
27 Views
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bullish
•
Thai Beverage
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22 Jul 2024 15:33
Thai Beverage (THBEV SP) - Increasingly Streamlined SEA F&B Play
Thai Bev deserves to trade on a higher multiple given its pure-play status and a succession of recent restructurings including Serm Suk, Oishi...
Angus Mackintosh
83 Views
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bullish
•
Arwana Citramulia
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22 Jul 2024 09:30
Arwana Citramulia (ARNA IJ) - Top Notch Industrial with a Catalyst
Arwana continues to expand its capacity into higher-margin porcelain tiles, which will help to drive future growth and profitability. Valuations...
Angus Mackintosh
152 Views
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bullish
•
Ciputra Development
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18 Jul 2024 09:01
Ciputra Development (CTRA IJ) - Riding the Affordability Wave
Ciputra Development (CTRA IJ) continued to book strong marketing sales in 1H2024 and looks well on track to meet or beat its FY2024E guidance with...
Angus Mackintosh
168 Views
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bullish
•
Cross Asset Strategy
•
17 Jul 2024 09:00
CrossASEAN Ground Zero - Changing Dynamic in E-Commerce, Vinfast Holding Back, and Grab & Trans-Cab
This week we look at the changing dynamics behind Southeast Asia's e-commerce landscape as TikTok effectively moves into second place but the...
Angus Mackintosh
204 Views
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