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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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402.5k
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735
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Indonesia
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Equity Bottom-Up
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Thematic (Sector/Industry)
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bullish
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Cross Asset Strategy
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16 Apr 2024 00:42
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
Angus Mackintosh
189 Views
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bearish
•
Vinfast
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16 Apr 2024 00:13
Vinfast (VFS US) - An EV Accident Waiting to Happen?
Vinfast is big on promise but low on delivery, with sales in FY2023 below expectations, and the majority being to related companies. There are...
Angus Mackintosh
268 Views
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bullish
•
Cross Asset Strategy
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15 Apr 2024 19:05
CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
Angus Mackintosh
199 Views
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bullish
•
Mitra Adiperkasa
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12 Apr 2024 10:14
Mitra Adiperkasa (MAPI IJ) - Less Seasonal Cheer, More New Year's Resolutions
Mitra Adiperkasa remains the best proxy for Indonesian retail with any weakness in the share price caused by recent boycotts of certain brands an...
Angus Mackintosh
482 Views
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bullish
•
Cross Asset Strategy
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08 Apr 2024 22:13
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
Angus Mackintosh
219 Views
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