Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day high in the last rolling 30-days. This way we avoid momentum names that are setting new highs each day and therefore we get a real breakout.</p><h2>Screen Criteria</h2><ol>
<li>Universe is Asia including Japan with Mkt-cap above 200bn USD</li>
<li>Yesterday's intraday high set a new 30-day high and over the last rolling 30 days a new high was not set. </li>
<li>Volume was greater than 2 standard…</li>
</ol>

We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day high in the last rolling 30-days. This way we avoid momentum names that are setting new highs each day and therefore we get a real breakout.Screen Criteria
Universe is Asia including Japan with Mkt-cap above 200bn USD
Yesterday's intraday high set a new 30-day high and over the last rolling 30 days a new high was not set. 
Volume was greater than 2 standard…


Names that Brokeout on Volume Yesterday in Asia....

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Chinasoft International / Equity Capital Markets

<p>Hony Capital plans to sell its 17.83% stake in Chinasoft International for ~US$170m. We would take the deal given the company has a good record of collaboration with other larger IT majors and the shares still trade at a reasonable PEG ratio despite the recent rally.</p><p>The main concern remains the large size of the block (in terms of % of shares) and the markets ability to digest the same</p>

Hony Capital plans to sell its 17.83% stake in Chinasoft International for ~US$170m. We would take the deal given the company has a good record of collaboration with other larger IT majors and the shares still trade at a reasonable PEG ratio despite the recent rally.The main concern remains the large size of the block (in terms of % of shares) and the markets ability to digest the same

Still trading at reasonable multiples despite the rally. Take the deal

China

Chinasoft International Limited develops and provides solutions in China to government authorities and its IT (Information Technology) service providers. The Company also provides IT consulting and training services, IT outsourcing services and standalone software products.

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Chinasoft International (354 HK)

Names that Brokeout on Volume Yesterday in Asia....

We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day...

Custom Products Group

Still trading at reasonable multiples despite the rally. Take the deal

Hony Capital plans to sell its 17.83% stake in Chinasoft International for ~US$170m. We would take the deal given the company has a good record of...

Sumeet Singh

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52-week Range

Market Cap (USDm)

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