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

Equity Bottom-Up

<ul>
<li>We’ve found multiple small Indonesian listings that have offered big returns right out of the gate</li>
<li>Another upcoming IPO in Indonesia, PT Avia Avian (AVIA IJ), that’s currently being shopped around to foreign funds is unsurprisingly less attractive(RLC</li>
<li>The Philippines continues to present opportunities as the market trades on local news and foreign buyers remain underweight</li>
</ul>


We’ve found multiple small Indonesian listings that have offered big returns right out of the gate
Another upcoming IPO in Indonesia, PT Avia Avian (AVIA IJ), that’s currently being shopped around to foreign funds is unsurprisingly less attractive(RLC
The Philippines continues to present opportunities as the market trades on local news and foreign buyers remain underweight


Wickhams Hill Research | Under-The-Radar Issue 10