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Angus Mackintosh

Angus Mackintosh
ASEAN Insight Provider
CrossASEAN Research

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Indonesia Equity Bottom-Up Thematic (Sector/Industry)
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04 Dec 2023 23:35

The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel

The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...

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04 Dec 2023 22:11

Global Digital Niaga (BELI IJ) - Truly Omnichannel

Global Digital Niaga Tbk PT (BELI IJ) remains a differentiated player in the e-commerce space boosted by tiket.com and its offline presence brought...

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30 Nov 2023 15:17

Indofood CBP Sukses (ICBP IJ) - FMCG On Track at Home and Abroad

Indofood CBP should increasingly be seen as an emerging market consumer staples player, with globally recognised brands such as Indomie and...

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28 Nov 2023 15:12

PT Nippon Indosari Corpindo (ROTI IJ) - Baking in Rising Expectations

The outlook for ROTI in 4Q and into FY2024 looks positive given a wider footprint and the potential for improvements in its return rate. Valuations...

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27 Nov 2023 19:20

The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia

The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...

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