Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Message
Follow
Location:
Singapore
Joined:
26 September 2016
1.2k
Insights
410.8k
Views
738
Followers
Indonesia
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Sea
•
16 May 2024 16:12
Sea Limited (SE US) - Making Hay
Sea Ltd continues to focus on its core competitiveness in pricing, service quality, and lowering the cost to serve through SPX Express, with...
Angus Mackintosh
184 Views
Share
bullish
•
Grab Holdings
•
15 May 2024 08:54
Grab Holdings (GRAB US) - Rich in Initiatives
Grab's 1Q2024 results will reflect seasonal factors but should also reveal something about Grab's new initiatives and the changing competitive...
Angus Mackintosh
209 Views
Share
bullish
•
Cross Asset Strategy
•
14 May 2024 00:07
The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
Angus Mackintosh
208 Views
Share
bullish
•
GoTo Gojek Tokopedia Tbk PT
•
13 May 2024 23:56
GoTo Gojek Tokopedia (GOTO IJ) - Metamorphosis
GoTo will drive growth less through incentives but more through innovative products, user base, and retention through its subscription products,...
Angus Mackintosh
275 Views
Share
bullish
•
Cross Asset Strategy
•
09 May 2024 10:40
CrossASEAN Ground Zero - EV Frenzy, Siloam Gets New Investors, Kopi Kenangan, and Microsoft's Pledge
This week we look at the noise surrounding the entrance of new EV players to Indonesia and suggest that Astra International is well-positioned to...
Angus Mackintosh
232 Views
Share
1
2
3
4
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.32.0
x