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>Comfort Delgro (CD SP) announced that they would be pursuing an ASX listing for their Australian subsidiary later this year.</li>
<li>We uncover the real reason underlying BAT Malaysia’s (ROTH MK) 60% fall since the beginning of last year and why it could double from here.</li>
<li>Recent IPO and Singapore newest market darling Nanofilm Technologies (NANO SP) fell almost 40% after paring their inaugural earnings miss with the COOs resignation.</li>
</ul>


Comfort Delgro (CD SP) announced that they would be pursuing an ASX listing for their Australian subsidiary later this year.
We uncover the real reason underlying BAT Malaysia’s (ROTH MK) 60% fall since the beginning of last year and why it could double from here.
Recent IPO and Singapore newest market darling Nanofilm Technologies (NANO SP) fell almost 40% after paring their inaugural earnings miss with the COOs resignation.


Wickhams Hill Research | Under-The-Radar Issue 5

Comfortdelgro Corp

Wickhams Hill Research | Under-The-Radar Issue 5