Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Experienced PM in Asia-focused, long-short, equity hedge funds. Top-down macro overview  generating investment themes and ideas, before moving to sector and stock selection.
The analysis of macro themes can inform your own macro strategy and/or provide a backdrop for your own stock specific research.
All information is from publicly available sources and ideas are based on our own views and analysis.

China Oilfield Services 2883.HK - Capitalising on the Boom in Offshore Exploration

What's up with Hong Kong? Bull Market Dude!

Stella International: A Beneficiary of Reshoring

Equity Bottom-Up

China Oilfield Services H / Equity Bottom-Up

<ul>
<li>Business continues to grow as sales, profits and margins rise</li>
<li>The overall industry supply demand dynamics continue to be supportive</li>
<li>Key business drivers such as capacity utilisation and rates moving in the right direction</li>
</ul>


Business continues to grow as sales, profits and margins rise
The overall industry supply demand dynamics continue to be supportive
Key business drivers such as capacity utilisation and rates moving in the right direction


China Oilfield Services (2883.HK) – Interim Results Show Continued Strong Growth