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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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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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09 Nov 2024 15:42

PT Metrodata Electronics (MTDL IJ) - Sharp Rebound in Solutions & Consulting

Outlook for 4Q2024 looks positive for S&C with momentum picking up with the new government has taken office. MTDL is increasing exposure to AI now...

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07 Nov 2024 19:01

Astra International (ASII IJ) - HEVs, Finance, Healthcare, and Gold

Astra International sees a more positive outlook for autos, both 2W and 4W in 2025, despite new EV entrants and will continue to invest in growth...

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