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

Cross Asset Strategy

<ul>
<li>The past week saw insight on <a href="https://www.smartkarma.com/entities/goto-gojek-tokopedia-tbk-pt" target="_blank" data-smartkarma-citation="entities:25976:1" rel="noopener">GoTo Gojek Tokopedia Tbk PT (GOTO IJ)</a>, <a href="https://www.smartkarma.com/entities/sarimelati-kencana-pt" target="_blank" data-smartkarma-citation="entities:27011:1" rel="noopener">Sarimelati Kencana PT (PZZA IJ)</a>, <a href="https://www.smartkarma.com/entities/cnmc-goldmine-holdings-ltd" target="_blank" data-smartkarma-citation="entities:9703:1" rel="noopener">CNMC Goldmine Holdings (CNMC SP),</a> and <a href="https://www.smartkarma.com/entities/gulf-energy-development-pcl" target="_blank" data-smartkarma-citation="entities:26038:1" rel="noopener">Gulf Energy Development (GULF TB)</a>.</li>
<li>There were also insights on <a href="https://www.smartkarma.com/entities/thai-union-group-pcl" target="_blank" data-smartkarma-citation="entities:161:1" rel="noopener">Thai Union Group (TU TB)</a>, <a href="https://www.smartkarma.com/entities/bangkok-chain-hospital-pcl" target="_blank" data-smartkarma-citation="entities:882:1" rel="noopener">Bangkok Chain Hospital (BCH TB)</a> and an insight looking at Thai Short positioning from <a href="https://www.smartkarma.com/profiles/ke-yan-cfa-frm" target="_blank" data-smartkarma-citation="accounts:9" rel="noopener">Ke Yan, CFA, FRM.</a><span id="autocomplete"><span id="autocomplete-searchtext"></span></span>
</li>
<li>The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable macro and equity bottom insights from across Southeast Asia.</li>
</ul>


The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf Energy Development (GULF TB).
There were also insights on Thai Union Group (TU TB), Bangkok Chain Hospital (BCH TB) and an insight looking at Thai Short positioning from Ke Yan, CFA, FRM.

The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable macro and equity bottom insights from across Southeast Asia.


The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>Brokers' top stock picks include CLAR, CICT, CNMC Goldmine, KORE, Wilmar, Parkway Life REIT, FLCT, and ST Engineering.</li><li>Analysts recommend buying Digital Core REIT due to increased rents and leasing strength, while optimistic about Oiltek's new orders for FY2025.</li><li>CGSI optimistic about Seatrium with new MOU for second bp FPU; OCBC boosts fair value. Citi downgrades SGX to 'sell'. PhillipCapital maintains 'accumulate' rating on BRC Asia, raises TP to $3.15. Maybank Securities maintains 'buy' rating on SingPost. DBS upgrades Elite UK REIT to 'buy'.</li></ul>

Brokers' top stock picks include CLAR, CICT, CNMC Goldmine, KORE, Wilmar, Parkway Life REIT, FLCT, and ST Engineering.Analysts recommend buying Digital Core REIT due to increased rents and leasing strength, while optimistic about Oiltek's new orders for FY2025.CGSI optimistic about Seatrium with new MOU for second bp FPU; OCBC boosts fair value. Citi downgrades SGX to 'sell'. PhillipCapital maintains 'accumulate' rating on BRC Asia, raises TP to $3.15. Maybank Securities maintains 'buy' rating on SingPost. DBS upgrades Elite UK REIT to 'buy'.

Singapore Market Roundup (14-Feb-2025): Brokers' top picks: CLAR, CICT, CNMC, KORE, Wilmar, Parkway Life, FLCT, ST Engineering.

Singapore

CNMC Goldmine Holdings Ltd. explores for gold and processes mined ore into gold dore.  The Company operates in Kelantan State of Malaysia.

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CNMC Goldmine Holdings (CNMC SP)

The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy

The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...

Angus Mackintosh

Singapore Market Roundup (14-Feb-2025): Brokers' top picks: CLAR, CICT, CNMC, KORE, Wilmar, Parkway Life, FLCT, ST Engineering.

Analysts recommend buying Digital Core REIT and are optimistic about Oiltek and Seatrium's new orders, while Citi downgrades SGX, PhillipCapital...

Singapore Market Roundup

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