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

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)

The Stock Exchange of Thailand is hosting the Thailand Focus 2018 in Bangkok on August 29-31, 2018. This will be a great opportunity to meet some of the 140 companies listed to attend.
More information on the conference and the full list of companies can be found <a href="https://www.set.or.th/thailandfocus/2018/index.html" target="_blank">here</a>.
To filter the broad list of companies in attendance we have run five screens and highlight those which ranked well on each metric and our top picks for the conference.
For an excel with the full list of companies and fundamental…

The Stock Exchange of Thailand is hosting the Thailand Focus 2018 in Bangkok on August 29-31, 2018. This will be a great opportunity to meet some of the 140 companies listed to attend.
More information on the conference and the full list of companies can be found here.
To filter the broad list of companies in attendance we have run five screens and highlight those which ranked well on each metric and our top picks for the conference.
For an excel with the full list of companies and fundamental…

TPI Polene Power Public Company (TPIPP TB)

My Top Picks for the 2018 Thailand Focus Conference