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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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18 Nov 2024 20:36

The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers

The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...

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bullishSea
16 Nov 2024 15:28

Sea Ltd (SE US) - Firing Profitability On All Segments

In 3Q2024, Sea Ltd demonstrated its ability to turn a profit at Shopee, whilst booking strong growth, with sales & marketing kept well in check and...

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bullishGrab Holdings
14 Nov 2024 16:22

Grab Holdings (GRAB US) - High-Value Products Take the Helm

Grab booked an impressive performance in 3Q2024, with strong evidence of its high-value products such as advance bookings gaining strong traction...

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12 Nov 2024 00:36

The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata

The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...

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bearishXL Axiata
11 Nov 2024 20:15

XL Axiata (EXCL IJ) - Palpable Pressure in Mobile and Broadband

XL Axiata booked a solid set of 9M2024 numbers but 3Q2024 saw some heightened competition from Telkomsel Lite, pressure from discounted and dual...

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