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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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23 Dec 2024 11:32

The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value

The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...

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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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