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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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bullishAKR Corporindo
17 Jan 2025 11:23

AKR Corporindo (AKRA IJ) - Smelters and Gas Stations Bring Opportunity

AKR Corporindo (AKRA IJ) hosted an analyst call to outline prospects for 2025, which revealed a more positive outlook for fuel distribution,...

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16 Jan 2025 11:29

Wintermar Offshore Marine (WINS IJ) - Well-Positioned for the Upcycle

Wintermar Offshore Marine has seen a distinct turnaround in its fortunes over the last two years and is now well-positioned to benefit from an...

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13 Jan 2025 20:25

The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers

The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Vinfast (VFS US), Suntec REIT (SUN SP), Ginebra San Miguel (GSMI PM), and The...

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bullishVinfast
13 Jan 2025 18:49

Vinfast (VFS US) - Direct-To-Consumer Taking Over

Vinfast's strategies to showcase EVs through ride-hailing, leasing batteries, captive charging infrastructure, and guaranteed resale values are...

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08 Jan 2025 15:48

Aspirasi Hidup Indonesia (ACES IJ) - Rebranded as AZKO

ACES IJ has forged ahead with its rebranding after ending its brand licensing agreement with ACES US, changing its store branding to AZKO from 1st...

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