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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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bullishGrab Holdings
29 Feb 2024 19:01

Grab Holdings (GRAB US) - 2024 Set Up

Grab Holdings recently posted another set of positive results, with another quarter of positive adjusted EBITDA. We conducted a follow-up call to...

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29 Feb 2024 11:07

GoTo (GOTO IJ) - A Leaner Green Machine

GoTo's focus will be on affordable products, some new premium offerings, and increasing higher take rate lending products through GoPay, with...

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bullishSido Muncul
28 Feb 2024 20:29

Sido Muncul (SIDO IJ) - Iconic Modern Jamu

SIDO'S Tolok Angin remains an iconic brand catering to all demographics with 70% leadership of its category, with Kuku Bima the leader in mass...

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28 Feb 2024 12:58

Astra International (ASII IJ) - Indonesia's Mirror Image

Astra Intl booked record earnings for 2023 despite some softening of commodities, driven by strong performance from the auto division and financing...

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27 Feb 2024 18:47

Matahari Department Store (LPPF IJ) - Primed for Recovery

Matahari Department Store will open 4-6 new stores in 2024 but close 10 underperforming stores, with a continued focus on new DP brands like SUKO....

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