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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
1.1k
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405.7k
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737
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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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22 Apr 2024 23:22
The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
Angus Mackintosh
206 Views
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bullish
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Ace Hardware Indonesia
•
22 Apr 2024 22:27
Ace Hardware Indonesia (ACES IJ) - New Product Cycles and Formats
Ace Hardware Indonesia (ACES IJ) continued its positive sales momentum in March 2024. with SSSG of +19.9% YoY nationwide, taking the YTD SSSG to an...
Angus Mackintosh
394 Views
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bullish
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Medikaloka Hermina
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20 Apr 2024 19:00
Medikaloka Hermina (HEAL IJ) - Increasing Patient Velocity and Occupancy
HEAL is differentiated by its women & children specialisation, higher JKN exposure, and its doctor partnership model. It trades at a discount to...
Angus Mackintosh
392 Views
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bullish
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PT Avia Avian
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19 Apr 2024 15:41
PT Avia Avian (AVIA IJ) - An Attractive Tint to 2024 Prospects
PT Avia Avian (AVIA IJ) saw a pronounced pick up in sales in 4Q2023 and the ongoing benefit of lower raw material prices boosted margins to 5-yeat...
Angus Mackintosh
436 Views
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bearish
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Vinfast
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19 Apr 2024 10:23
Vinfast (VFS US) - Some Respite from the US
More than half of Vinfast sales were to related parties, which is an overhang in terms of the sustainability of its business models, whilst...
Angus Mackintosh
417 Views
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