Pan-Asia Equity Bottom-up, Wickhams Hill

Lloyd Moffatt

Pan-Asia Equity Bottom-up

Research-Intensive Fundamental Value Advisor

Wickhams Hill

Wickhams Hill Capital is a research-intensive fundamental value advisor, on long and occasionally short investment opportunities concentrated in small and mid-cap public companies.

Thematic (Sector/Industry)

<p>Continuing our series of monitors to recap small-cap performance in 2017 (<a href="https://www.smartkarma.com/insights/asean-small-micro-cap-winners-losers-and-opportunities-for-2018" target="_blank" data-smartkarma-citation="insights:16769">ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018</a>  and <a href="https://www.smartkarma.com/insights/insider-report-largest-insider-dealings-for-2017" target="_blank" data-smartkarma-citation="insights:16804">Insider Report: Largest Insider Dealings for 2017)</a>, we offer investors a look at companies that executed major buybacks during the year, repurchasing 1% or more of their shares.</p><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/042/369/original/Monitor.png?1516190467" class="editor-image img-responsive" data-smartkarma-image-id="42369"></figure><div class="content-caption">2017 WHC Asia Buyback Monitor</div><p><strong>Chinese car rental and car sales business, <a href="https://www.smartkarma.com/entities/942" target="_blank" data-smartkarma-citation="entities:942:1">Car Inc (699 HK)</a>  </strong>repurchased HK$1.43bn during 2017 following HK$500mn the previous year. According to…</p>

Continuing our series of monitors to recap small-cap performance in 2017 (ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018  and Insider Report: Largest Insider Dealings for 2017), we offer investors a look at companies that executed major buybacks during the year, repurchasing 1% or more of their shares.2017 WHC Asia Buyback MonitorChinese car rental and car sales business, Car Inc (699 HK)  repurchased HK$1.43bn during 2017 following HK$500mn the previous year. According to…

The Company Knows Best: 2017 Asia Buyback Monitor

Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul><li><a href="https://www.smartkarma.com/entities/11019" target="_blank" data-smartkarma-citation="entities:11019:1">Aem Holdings Ltd (AEM SP)</a> was one of best-performing stocks in Singapore during past 12 months</li><li>Producer of patented High-Density Modular Test (HDMT) handler for large US semiconductor manufacturer </li><li>AEM is the key supplier and derives 90% of revenues from one client. Customer concentration risk = high</li><li>Company has multi-year contract with client until at least 2022</li><li>Rising need for mission-critical chips require more testing from automotive, IoT, telco and logistics industry</li><li>Largest owner is PE firm, understands capital markets and has been doing right thing for minority holders</li><li>Despite massive run market cap is sub 150M USD and could appreciate further into 2018</li></ul>

Aem Holdings Ltd (AEM SP) was one of best-performing stocks in Singapore during past 12 monthsProducer of patented High-Density Modular Test (HDMT) handler for large US semiconductor manufacturer AEM is the key supplier and derives 90% of revenues from one client. Customer concentration risk = highCompany has multi-year contract with client until at least 2022Rising need for mission-critical chips require more testing from automotive, IoT, telco and logistics industryLargest owner is PE firm, understands capital markets and has been doing right thing for minority holdersDespite massive run market cap is sub 150M USD and could appreciate further into 2018

Discover Singapore: AEM Holdings Was up 462% in 2017, Will Its Momentum Continue?

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd">



Strong Earnings Sees IT Sector Grow Two-Thirds in 2017 YTD

Tech Sector Led in Sep, Venture now Biggest Stock in the STI Reserve List

Singapore’s 30 Biggest Hardware & Semiconductor Stocks

Singapore

AEM Holdings Limited designs and manufactures semiconductor manufacturing equipment and related tooling parts and precision machining of components for semiconductor industry.  The Company also manufactures and distributes electronics, engineering, chemical and related products. AEM provides engineering services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

AEM (AEM SP)

The Company Knows Best: 2017 Asia Buyback Monitor

Continuing our series of monitors to recap small-cap performance in 2017 (ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018 and...

Lloyd Moffatt

Discover Singapore: AEM Holdings Was up 462% in 2017, Will Its Momentum Continue?

Aem Holdings Ltd (AEM SP) was one of best-performing stocks in Singapore during past 12 months Producer of patented High-Density Modular Test...

Nicolas Van Broekhoven

Strong Earnings Sees IT Sector Grow Two-Thirds in 2017 YTD

Singapore Exchange Ltd (SGX)

Tech Sector Led in Sep, Venture now Biggest Stock in the STI Reserve List

Singapore Exchange Ltd (SGX)

Singapore’s 30 Biggest Hardware & Semiconductor Stocks

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)