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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
1.3k
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766
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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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AKR Corporindo
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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,...
Angus Mackintosh
278 Views
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bullish
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Wintermar Offshore Marine
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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...
Angus Mackintosh
286 Views
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bullish
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Cross Asset Strategy
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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...
Angus Mackintosh
198 Views
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bullish
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Vinfast
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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...
Angus Mackintosh
240 Views
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bullish
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Aspirasi Hidup Indonesia
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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...
Angus Mackintosh
246 Views
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