ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits, as well as political, economic and sector commentary. A former racing skier, who enjoys ultra-marathons and surfing in his spare time.

ASEAN Insight Provider

Astra International - January Car Sales Better but Competition Bites Market Share - Company Update

Astra International - The Devil Is in the Detail - On the Ground in J-Town

Astra International Opportunities into a Strategic Low

Astra International - Transformer - On the Ground in J-Town

Blue Bird - A Foot in Both Offline and Online Camps - On the Ground in J-Town

Astra International Buy with Tight Risk Point

Blue Bird - Multiple Nesting Sites - On the Ground in J-Town

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

<h2>War of the Worlds (Part V) - Adding Astra to the mix</h2><p>The announcement that Indonesian market heavyweight <a href="https://www.smartkarma.com/entities/46" target="_blank" data-smartkarma-citation="entities:46:1">Astra International Tbk Pt (ASII IJ)</a> has just confirmed that it has made a US$150m equity investment into GO-JEK, Indonesia's locally born transport App, is certainly a huge vote of confidence in its digital future. It is difficult to say at this point what shape or form the cooperation between the two companies will take but this represents Astra's first major foray into the new economy and…</p>

War of the Worlds (Part V) - Adding Astra to the mixThe announcement that Indonesian market heavyweight Astra International Tbk Pt (ASII IJ) has just confirmed that it has made a US$150m equity investment into GO-JEK, Indonesia's locally born transport App, is certainly a huge vote of confidence in its digital future. It is difficult to say at this point what shape or form the cooperation between the two companies will take but this represents Astra's first major foray into the new economy and…

The War of the Worlds (Part V) - Astra Takes a Stake in GO-JEK