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

Comfort Delgro (CD): Food Delivery to the Rescue

Comfort Delgro (CD): Back-To-Office (BTO)

Comfort Delgro (CD): Undervalued and Recovery in Ridership

More Details on the Deal After Management Call

ComfortDelgro 1Q18 Unsurprising, Lesser PH Drivers + Talks with Go-Jek Improve Taxis' Outlook in SG

Singapore's Private Rides Fares and Taxi Fares Likely to Increase from July Due to These Two Factors

UberFlash Drawing More Drivers Back to CD, Overhang from CCS Likely to Clear Post Uber-Grab Deal

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.

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/497" target="_blank" data-smartkarma-citation="entities:497:1">Comfortdelgro Corp Ltd (CD SP)</a> announced that it has agreed with Uber Technologies to dissolve the strategic agreement that they entered into last December. As a result, ComfortDelGro will no longer be acquiring the 51-percent-stake in Uber’s wholly-owned car rental subsidiary in Singapore, Lion City Holdings. Both companies entered into the agreement in December last year, with ComfortDelGro agreeing to pay S$295 million for the stake in Uber subsidiary Lion City Holdings.</p><p>Unsuprisingly…</p>

Comfortdelgro Corp Ltd (CD SP) announced that it has agreed with Uber Technologies to dissolve the strategic agreement that they entered into last December. As a result, ComfortDelGro will no longer be acquiring the 51-percent-stake in Uber’s wholly-owned car rental subsidiary in Singapore, Lion City Holdings. Both companies entered into the agreement in December last year, with ComfortDelGro agreeing to pay S$295 million for the stake in Uber subsidiary Lion City Holdings.Unsuprisingly…

Uber Deal Dissolved but Comfort Far from Out of the Woods