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/goto-gojek-tokopedia" target="_blank" data-smartkarma-citation="entities:25976:1" rel="noopener">GoTo (GOTO IJ)</a> post results, <a href="https://www.smartkarma.com/entities/indosat-tbk-pt" target="_blank" data-smartkarma-citation="entities:5737:1" rel="noopener">Indosat (ISAT IJ)</a>, <a href="https://www.smartkarma.com/entities/del-monte-pacific-ltd" target="_blank" data-smartkarma-citation="entities:5051:1" rel="noopener">Del Monte Pacific (DELM SP)</a>. <a href="https://www.smartkarma.com/entities/pt-trimegah-bangun-persada-tbk-harita-nickel" target="_blank" data-smartkarma-citation="entities:36826:1" rel="noopener">PT Trimegah Bangun Persada Tbk (Harita Nickel)</a>, and <a href="https://www.smartkarma.com/entities/thantawan-industry-pcl" target="_blank" data-smartkarma-citation="entities:17804:1" rel="noopener">Thantawan Industry.</a>
</li>
<li>There was a sector piece in Singapore Banks, now the 4th most owned banks globally plus insights on Kredivo as Mizuho entered and on Vingroup investing in <a href="https://www.smartkarma.com/entities/grab-holdings-inc" target="_blank" data-smartkarma-citation="entities:26950:1" rel="noopener">Grab</a> competitor Be.</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 GoTo (GOTO IJ) post results, Indosat (ISAT IJ), Del Monte Pacific (DELM SP). PT Trimegah Bangun Persada Tbk (Harita Nickel), and Thantawan Industry.

There was a sector piece in Singapore Banks, now the 4th most owned banks globally plus insights on Kredivo as Mizuho entered and on Vingroup investing in Grab competitor Be.


The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks

Thailand

Thantawan Industry Public Company Limited manufactures and exports plastic products.  The Company's products are divided into three main lines which are drinking straws, high-density plastic bags, and low-density plastic bags. Examples of its products are zip lock bags for food storage and industrial packaging, shopping bags and garbage bags.

Thantawan Industry (THIP TB)

The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks

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

Angus Mackintosh