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 Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia. </li>
<li>The past week saw insights on <a href="https://www.smartkarma.com/entities/bank-central-asia-tbk-pt" target="_blank" data-smartkarma-citation="entities:440:1" rel="noopener">Bank Central Asia</a>, <a href="https://www.smartkarma.com/entities/bank-negara-indonesia-persero" target="_blank" data-smartkarma-citation="entities:8285:1" rel="noopener">Bank Negara Indonesia</a>, <a href="https://www.smartkarma.com/entities/central-retail-corp-ltd" target="_blank" data-smartkarma-citation="entities:28240:1" rel="noopener">Central Retail Corp</a>, <a href="https://www.smartkarma.com/entities/comfortdelgro-corp-ltd" target="_blank" data-smartkarma-citation="entities:497:1" rel="noopener">Comfortdelgro Cor,</a> <a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd,</a> and Thai Banks.</li>
<li>We also saw insights on <a href="https://www.smartkarma.com/entities/one-enterprise-public-co-ltd" target="_blank" data-smartkarma-citation="entities:34954:1" rel="noopener">One Enterprise</a> and <a href="https://www.smartkarma.com/entities/ramkhamhaeng-hospital-pcl" target="_blank" data-smartkarma-citation="entities:9626:1" rel="noopener">Ramkhamhaeng Hospital</a> also two pieces on the Thai Economy plus insights from <a href="https://www.smartkarma.com/profiles/brian-freitas" target="_blank" data-smartkarma-citation="accounts:4091" rel="noopener">Brian Freitas</a> on Index rebalancing in Indonesia and the Philippines.</li>
</ul>


The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia. 
The past week saw insights on Bank Central Asia, Bank Negara Indonesia, Central Retail Corp, Comfortdelgro Cor, Sea Ltd, and Thai Banks.
We also saw insights on One Enterprise and Ramkhamhaeng Hospital also two pieces on the Thai Economy plus insights from Brian Freitas on Index rebalancing in Indonesia and the Philippines.


The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.

Thailand

The One Enterprise Public Company Limited operates as an entertainment company. The Company focuses on copyright management, media production, and related related businesses. One Enterprise serves customers worldwide.

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One Enterprise Public Co Ltd (ONEE TB)

The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.

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

Angus Mackintosh

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