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INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
26 September 2016
1.3k
Insights
471.8k
Views
759
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Indonesia
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
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Recent
bullish
•
Cross Asset Strategy
•
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...
Angus Mackintosh
210 Views
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bullish
•
Sea
•
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...
Angus Mackintosh
392 Views
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bullish
•
Grab 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...
Angus Mackintosh
223 Views
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bullish
•
Cross Asset Strategy
•
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...
Angus Mackintosh
214 Views
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bearish
•
XL 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...
Angus Mackintosh
206 Views
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