Pan-Asia Equity Bottom-up, Wickhams Hill

Lloyd Moffatt

I am a fundamental-value investment analyst with a bent for events and soft catalysts.

During my time on both the buy-side and sell-side I focussed on small and mid-cap companies in ASEAN, Australia and HK/China.

Although a generalist, my background as an engineer lends itself toward deep-dive research in more practical sectors like consumer and industrials.

Previous recommendations include:

Concepcion Industrial		(CIC PM)	BUY	03/12/2015		+100.1%
OSIM International		(OSIM SP)	BUY	11/12/2015		+36.9%
Bellamy's Australia Ltd	(BAL AU)	SELL	08/06/2016		+60%
Pryce Corp				(PPC PM)	BUY	14/07/2016		+105%
Rukun Raharja			(RAJA IJ)	BUY	16/02/2017		+61%
Asian Pay Television Trust (APTT SP)	BUY	30/12/2016		+67%

Pan-Asia Equity Bottom-up

The Company Knows Best: 2017 Asia Buyback Monitor

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Jan'18

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Feb'18

ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018

Inaugural Dividend Is a Harbinger of Things to Come

3Q17 Results - Higher Growth and Looming Dividend

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)

Sanai Health Industry Group Company (1889 HK)

<p>Looking for insights from people really in-the-know, we tracked insider dealing during 2017. We ranked the top five companies for insider buying and selling to get a sense of which management teams are selling out at the top or backing a horse they know is a winner.</p><p>For this screen we opened the universe to all market caps, increasing relevance to more investors and to potentially highlight any shortable opportunities. The companies are ranked by net traded value as a % of market cap. We may…</p>

Looking for insights from people really in-the-know, we tracked insider dealing during 2017. We ranked the top five companies for insider buying and selling to get a sense of which management teams are selling out at the top or backing a horse they know is a winner.For this screen we opened the universe to all market caps, increasing relevance to more investors and to potentially highlight any shortable opportunities. The companies are ranked by net traded value as a % of market cap. We may…

Insider Report: Largest Insider Dealings for 2017