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INSIGHT PROVIDER
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
26 September 2016
1.2k
Insights
408.0k
Views
737
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Indonesia
•
Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
•
Bukalapak.com PT Tbk
•
02 May 2024 15:32
Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility Ahead
Bukalapak is expected to see sustainable profitability accompanied by revenue growth, with the marketplace recovering with a better product mix....
Angus Mackintosh
182 Views
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bullish
•
Bank Negara Indonesia Persero
•
30 Apr 2024 22:04
Bank Negara Indonesia (BBNI IJ) - The Bank Has Levers to Pull On
Bank Negara Indonesia booked strong growth in fee income and a reduction in provisions which helped to offset the margin squeeze. Valuations remain...
Angus Mackintosh
260 Views
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bullish
•
Astra International
•
30 Apr 2024 15:08
Astra International (ASII IJ) - Striking a Balance with Finance
Astra continues to mirror the Indonesian economy, with its latest investment in geothermal but its nickel businesses also growing. Valuations...
Angus Mackintosh
260 Views
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bullish
•
Siloam International Hospitals
•
30 Apr 2024 09:18
Siloam International Hospitals (SILO IJ) - Raising Clinical Acuity
Siloam saw continuing strength in more complex treatments, as it focused on raising clinical acuity in areas such as transplants and cardiology....
Angus Mackintosh
213 Views
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bullish
•
Cross Asset Strategy
•
29 Apr 2024 23:42
The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai 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
150 Views
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