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INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
26 September 2016
1.3k
Insights
466.5k
Views
758
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Indonesia
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
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Recent
bullish
•
Bank Rakyat Indonesia
•
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...
Angus Mackintosh
199 Views
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bullish
•
Sido 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...
Angus Mackintosh
147 Views
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bullish
•
BFI Finance Indonesia
•
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...
Angus Mackintosh
174 Views
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bullish
•
Cross Asset Strategy
•
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...
Angus Mackintosh
278 Views
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bullish
•
Grab 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...
Angus Mackintosh
305 Views
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