ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">Metrodata Electronics</a> released a mixed set of 1Q2023 results, as its ICT distribution slowed as consumers held back from new purchases but this was offset by stronger Solutions&amp;Consulting revenues.</li>
<li>Solutions&amp;Consulting saw strong growth from financial services, with the ongoing boost from BIFAST plus there was strong growth from telcos and the government segment, as it focuses on digitalisation. </li>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">Metrodata Electronics</a> management remains optimistic for 2023, with an expected recovery in distribution revenues in 2H2023 with the guidance of 8% growth for both revenue and net profits for FY2023. </li>
</ul>



Metrodata Electronics released a mixed set of 1Q2023 results, as its ICT distribution slowed as consumers held back from new purchases but this was offset by stronger Solutions&amp;Consulting revenues.
Solutions&amp;Consulting saw strong growth from financial services, with the ongoing boost from BIFAST plus there was strong growth from telcos and the government segment, as it focuses on digitalisation. 

Metrodata Electronics management remains optimistic for 2023, with an expected recovery in distribution revenues in 2H2023 with the guidance of 8% growth for both revenue and net profits for FY2023. 


PT Metrodata Electronics (MTDL IJ) - Enabling Digitalization Across Sectors

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Cisco Systems delivered a solid result and managed an all-around beat in the last quarter.</li><li>Cisco also delivered significant quarterly performance, with high revenue and non-GAAP earnings per share, reflecting their solid operating discipline.</li><li>We give Cisco Systems, Inc. a 'Hold' rating with a revised target price.</li></ul>

Cisco Systems delivered a solid result and managed an all-around beat in the last quarter.Cisco also delivered significant quarterly performance, with high revenue and non-GAAP earnings per share, reflecting their solid operating discipline.We give Cisco Systems, Inc. a 'Hold' rating with a revised target price.

Cisco Systems: The Lightspin Acquisition Is A Major Boost For Cloud Security – Key Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.</li>
<li>Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.</li>
<li>The company is expected to report Q32023 results on Thursday.</li>
</ul>


Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.
Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.
The company is expected to report Q32023 results on Thursday.


Cisco: Quarterly Earnings, Guidance And What To Look For

Quality-first, Business-perspective, Long-term, Urbem (HK) Limited

Urbem Capital

Quality-first, Business-perspective, Long-term

<ul>
<li>Despite a micro-cap status, Calnex is the key player behind the evolution of high-speed network infrastructure on a truly global basis;</li>
<li>The company has a market-dominant position at several critical points across the global telecoms ecosystem;</li>
<li>The recent plunge in share price demonstrates Mr. Market's short-termism and presents a good opportunity for incoming shareholders, in our opinion.</li>
</ul>


Despite a micro-cap status, Calnex is the key player behind the evolution of high-speed network infrastructure on a truly global basis;
The company has a market-dominant position at several critical points across the global telecoms ecosystem;
The recent plunge in share price demonstrates Mr. Market's short-termism and presents a good opportunity for incoming shareholders, in our opinion.


Calnex: De-Facto Standards for High-Speed Network Infrastructure Worldwide

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<li>The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.</li>
<li>Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.</li>
<li>Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.</li>
</ul>


The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.
Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.
Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.


Cisco: It's The Opposite Of A Dot-Com Moment

United States

Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides products for transporting data, voice, and video within buildings, across campuses, and globally.

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Cisco Systems (CSCO US)

PT Metrodata Electronics (MTDL IJ) - Enabling Digitalization Across Sectors

Metrodata Electronics management remains optimistic for 2023, with an expected recovery in distribution revenues in 2H2023 with the guidance of 8%...

Angus Mackintosh

Cisco Systems: The Lightspin Acquisition Is A Major Boost For Cloud Security – Key Drivers

Cisco Systems delivered a solid result and managed an all-around beat in the last quarter. Cisco also delivered significant quarterly performance,...

Baptista Research

Cisco: Quarterly Earnings, Guidance And What To Look For

Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter. The company is...

Vladimir Dimitrov, CFA

Calnex: De-Facto Standards for High-Speed Network Infrastructure Worldwide

Mr. Market's short-termism presents a rare opportunity for investors to acquire shares in this high-quality business at a reasonable price.

Urbem Capital

Cisco: It's The Opposite Of A Dot-Com Moment

The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.

Vladimir Dimitrov, CFA

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