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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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24 Apr 2025 10:05

Aspirasi Hidup Indonesia (ACES IJ) - Growing AZKO Stores and Private Label

AHI continues to push the AZKO brand with higher promotional spend, offset by the lack of royalties to ACES US. Guidance looks conservative and...

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21 Apr 2025 22:02

The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.

The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...

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17 Apr 2025 20:08

Wintermar Offshore Marine (WINS IJ) - Ahoy! Recovery Ahead

Wintermar Offshore Marine booked a strong set of FY2024, confirming the ongoing recovery of the offshore oil & gas shipping segment and especially...

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bullishGrab Holdings
17 Apr 2025 13:23

Grab Holdings (GRAB US) - New Products with a Heavy Hint of AI

Grab hosted "GrabX" in Singapore and online to showcase a range of AI-driven product offerings that promise to be future growth drivers for the...

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14 Apr 2025 22:24

The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks

The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).

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