Pan-Asia Equity Bottom-up, Wickhams Hill

Lloyd Moffatt

Pan-Asia Equity Bottom-up

Equity Bottom-Up

<ul>
<li>Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month.</li>
<li>An ongoing buyback at Robinsons Retail Holdings (RRHI PM) has coincided with the passing of a new regulation to implement 12% VAT on online purchases, that may stem or reverse the retailer’s long-time decline.</li>
<li>A tactical situation has presented itself as First Gen (FGEN PM) becomes a crowded short ahead of index exclusion</li>
</ul>


Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month.
An ongoing buyback at Robinsons Retail Holdings (RRHI PM) has coincided with the passing of a new regulation to implement 12% VAT on online purchases, that may stem or reverse the retailer’s long-time decline.
A tactical situation has presented itself as First Gen (FGEN PM) becomes a crowded short ahead of index exclusion


Wickhams Hill Research | Under-The-Radar Issue 9

Indonesia

PT Dayamitra Telekomunikasi operates as an infrastructure construction company. The Company constructs telecommunications towers. Dayamitra Telekomunikasi serves customers in Indonesia.

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Dayamitra Telekomunikasi PT (MTEL IJ)

Wickhams Hill Research | Under-The-Radar Issue 9

Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month. An ongoing buyback at Robinsons...

Lloyd Moffatt

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)