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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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03 Jul 2024 15:55

CrossASEAN Ground Zero - Campina Ice Cream, Mayapada Hospital's Fundraise, and Xurya's Solar Allure

This week we look at the potential sale of Campina Ice Cream and the dairy space and the fundraising plans of Mayapada Hospital with M&A picking up...

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01 Jul 2024 22:05

The Week That Was in ASEAN@Smartkarma - Grab's Lead, Bank Rakyat Indonesia, and CLEO's Pure Water

The past week saw insights on Grab Holdings (GRAB US), Bank Rakyat Indonesia (BBRI IJ), Sariguna Primatirta (CLEO IJ), PT Metrodata Electronics...

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30 Jun 2024 22:00

Selamat Sempurna (SMSM IJ) - Filter Champion

Selamat Sempurna is one of the most interesting industrial companies in Indonesia, with a leading market share in filters for auto and heavy...

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29 Jun 2024 23:49

PT Metrodata Electronics (MTDL IJ) - A Future in AI Implementation

Metrodata should see a recovery in solutions & consulting in 2H2024, with increasing demand from AI-related projects, which will further drive...

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28 Jun 2024 23:52

Bank Rakyat Indonesia (BBRI IJ) - Special Mention on the Turn

Bank Rakyat Indonesia will slow micro-lending and grow corporate loans this year to address the cost of credit. Profits will likely be flat and...

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