Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

A Rockefeller Legacy. Like many countries in Asia, oil &amp; gas, which was a state-of-the-art technology when it started, wasn't started by some local wildcatter. The first folks to do oil business here down here wasn't PTT ( <a href="https://www.smartkarma.com/insights/big-brother-season-premiere-empire-of-oil" target="_blank" data-smartkarma-citation="insights:7511">Big Brother (Season Premiere): Empire of Oil</a>), but might names that didn't need an introduction like Shell-Wellcome and Standard Oil, the American oil monopolist founded by John D. Rockefeller aka richest man in the world. Since then, Shell got out of the refinery business but…

A Rockefeller Legacy. Like many countries in Asia, oil &amp; gas, which was a state-of-the-art technology when it started, wasn't started by some local wildcatter. The first folks to do oil business here down here wasn't PTT ( Big Brother (Season Premiere): Empire of Oil), but might names that didn't need an introduction like Shell-Wellcome and Standard Oil, the American oil monopolist founded by John D. Rockefeller aka richest man in the world. Since then, Shell got out of the refinery business but…

A Rockefeller Legacy - Gas Station Opertators in Thailand Are Cheap but Don't Catch a Falling Knife

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.

Thematic (Sector/Industry)

SGX lists four Upstream Coal Plays: Geo Energy Resources, Resources Prima Group, BlackGold Natural Resources and Golden Energy &amp; Resources.Geo Energy Resources has been the strongest performer among the four upstream plays in the 2016 year to date with a 37.9% gain. On 12 August,  Geo Energy Group reported that for the six months ending 30 June 2016, company revenue was US$33 million compared to US$10 million for the same period a year ago.

SGX lists four Upstream Coal Plays: Geo Energy Resources, Resources Prima Group, BlackGold Natural Resources and Golden Energy &amp; Resources.Geo Energy Resources has been the strongest performer among the four upstream plays in the 2016 year to date with a 37.9% gain. On 12 August,  Geo Energy Group reported that for the six months ending 30 June 2016, company revenue was US$33 million compared to US$10 million for the same period a year ago.

Geo Energy Resources Led Upstream Coal Plays in 2016 YTD

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Malaysia

Petron Malaysia Refining & Marketing Bhd manufactures and markets petroleum products as well as operates an oil refinery in Port Dickson. The Company also operates retail service stations

Petron Malaysia Refining & Marketing (PETRONM MK)

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Petron Malaysia Refining & Marketing (PETRONM MK)

A Rockefeller Legacy - Gas Station Opertators in Thailand Are Cheap but Don't Catch a Falling Knife

A Rockefeller Legacy. Like many countries in Asia, oil & gas, which was a state-of-the-art technology when it started, wasn't started by some...

Athaporn Arayasantiparb, CFA

Geo Energy Resources Led Upstream Coal Plays in 2016 YTD

SGX lists four Upstream Coal Plays: Geo Energy Resources, Resources Prima Group, BlackGold Natural Resources and Golden Energy & Resources.Geo...

Singapore Exchange Ltd (SGX)

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes...

Rajan Govil

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52-week Range

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