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INSIGHT PROVIDER
Top Quartile
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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759
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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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12 Nov 2024 00:36
The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
Angus Mackintosh
169 Views
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bearish
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XL Axiata
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11 Nov 2024 20:15
XL Axiata (EXCL IJ) - Palpable Pressure in Mobile and Broadband
XL Axiata booked a solid set of 9M2024 numbers but 3Q2024 saw some heightened competition from Telkomsel Lite, pressure from discounted and dual...
Angus Mackintosh
173 Views
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bullish
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PT Metrodata Electronics
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09 Nov 2024 15:42
PT Metrodata Electronics (MTDL IJ) - Sharp Rebound in Solutions & Consulting
Outlook for 4Q2024 looks positive for S&C with momentum picking up with the new government has taken office. MTDL is increasing exposure to AI now...
Angus Mackintosh
347 Views
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bullish
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Astra International
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07 Nov 2024 19:01
Astra International (ASII IJ) - HEVs, Finance, Healthcare, and Gold
Astra International sees a more positive outlook for autos, both 2W and 4W in 2025, despite new EV entrants and will continue to invest in growth...
Angus Mackintosh
204 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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06 Nov 2024 14:17
GoTo Gojek Tokopedia (GOTO IJ) - Fintech Leading The Charge
GoTo Gojek Tokopedia 3Q2024 results made for positive reading, with core proforma GTV increasing by 74% YoY, with net revenues growing +106% YoY,...
Angus Mackintosh
216 Views
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