ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

<p>This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail, on an even more dubious trumped up charge of blasphemy. According to some interesting post-election analysis, Ahok lost squarely because of this case. A large number of voters, who approved of the great work he had done in Jakarta, moved to vote against him due to the religious angle (as well as some intimidation it seems).</p><p>Even though President Jokowi…</p>

This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail, on an even more dubious trumped up charge of blasphemy. According to some interesting post-election analysis, Ahok lost squarely because of this case. A large number of voters, who approved of the great work he had done in Jakarta, moved to vote against him due to the religious angle (as well as some intimidation it seems).Even though President Jokowi…

The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Equity Bottom-Up

<ul><li>Cheap on a gross profit basis, low correlation, and improving asset turnover relative to its sector</li><li>Following a number of successful mergers, BRPT’s subsidiary (TPIA IJ) has become Indonesia’s largest integrated petrochemical company with over a 50% domestic market share</li><li>On top of the 43% jump in capacity in 2016, further capacity additions via a synthetic rubber plant JV to use output from a butadiene plant as feedstock will result in even lower production costs and greater scale merits in the long term</li><li>Looks like a cheaper way to gain exposure to strong subsidiary TPIA IJ</li><li>Risks: If oil prices fall, margins may be squeezed</li></ul>

Cheap on a gross profit basis, low correlation, and improving asset turnover relative to its sectorFollowing a number of successful mergers, BRPT’s subsidiary (TPIA IJ) has become Indonesia’s largest integrated petrochemical company with over a 50% domestic market shareOn top of the 43% jump in capacity in 2016, further capacity additions via a synthetic rubber plant JV to use output from a butadiene plant as feedstock will result in even lower production costs and greater scale merits in the long termLooks like a cheaper way to gain exposure to strong subsidiary TPIA IJRisks: If oil prices fall, margins may be squeezed

Indonesia

PT Barito Pacific Tbk manufactures petrochemicals. The Company produces olefins, propylene, ethylene, and styrene.  Barito Pacific also produces semi-finished wood products for furniture manufacturers, and owns land in Jakarta.

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Barito Pacific (BRPT IJ)

The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos

This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...

Angus Mackintosh

BRPT: Abundant Petrochem Capacity

Cheap on a gross profit basis, low correlation, and improving asset turnover relative to its sector Following a number of successful mergers,...

A. Stotz Investment Research

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