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INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
26 September 2016
1.3k
Insights
481.5k
Views
761
Followers
Indonesia
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
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Recent
bullish
•
Cross Asset Strategy
•
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)...
Angus Mackintosh
66 Views
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bullish
•
CP 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...
Angus Mackintosh
265 Views
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bullish
•
Berli 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...
Angus Mackintosh
188 Views
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bullish
•
Cross Asset Strategy
•
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...
Angus Mackintosh
254 Views
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bullish
•
Indosat Tbk PT
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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...
Angus Mackintosh
252 Views
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