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INSIGHT PROVIDER
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Angus Mackintosh
ASEAN Insight Provider
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CrossASEAN Research
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Location:
Singapore
Joined:
26 September 2016
1.1k
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362.4k
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707
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Indonesia
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Cross Asset Strategy
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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...
Angus Mackintosh
201 Views
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bullish
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Global Digital Niaga Tbk PT
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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...
Angus Mackintosh
202 Views
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bullish
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Indofood CBP Sukses
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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...
Angus Mackintosh
160 Views
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bullish
•
PT Nippon Indosari Corpindo Tbk. (ROTI)
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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...
Angus Mackintosh
258 Views
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bullish
•
Cross Asset Strategy
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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),...
Angus Mackintosh
225 Views
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