Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Equity Analyst with 15+ years of experience as a Buy Side analyst covering companies in the Emerging and Developed markets.
Fundamental and Quantitative analysis on companies in the Internet, Telecommunication, Media, Technology, IT Services, Healthcare, Pharmaceutical and other Industrial sectors.
Idea generation focussed on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Global Emerging Market Equities

Parade Tech (4966-TT): Quality Tech, at a Discount

Parade Technologies: Further Revenue Growth Upgrades, and Dividends, Should Support Valuation

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Equity Bottom-Up

<ul>
<li>Revenue growth is slowing and would require additional capacity and new products to re-accelerate core segment growth</li>
<li>Gross margin expectations are high, leaving very little margin of error</li>
<li>The near-term revenue growth visibility and medium-term demand outlook remain robust</li>
</ul>


Revenue growth is slowing and would require additional capacity and new products to re-accelerate core segment growth
Gross margin expectations are high, leaving very little margin of error
The near-term revenue growth visibility and medium-term demand outlook remain robust


Parade Technologies

Top Three Takeaways: Parade Technologies