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INSIGHT PROVIDER
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Angus Mackintosh
ASEAN Insight Provider
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CrossASEAN Research
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Location:
Singapore
Joined:
26 September 2016
1.2k
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429.9k
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744
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Indonesia
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Cross Asset Strategy
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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...
Angus Mackintosh
246 Views
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bullish
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Cross Asset Strategy
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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...
Angus Mackintosh
219 Views
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bullish
•
Selamat Sempurna
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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...
Angus Mackintosh
318 Views
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bullish
•
PT Metrodata Electronics
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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...
Angus Mackintosh
379 Views
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bullish
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Bank Rakyat Indonesia
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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...
Angus Mackintosh
409 Views
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