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Lloyd Moffatt
Pan-Asia Equity Bottom-up
•
Wickhams Hill
Location:
Singapore
Joined:
27 July 2017
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Recent
bullish
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Steel Pipe Industry of Indonesia
•
08 Apr 2022 15:17
PT Steel Pipe Industry of Indonesia Tbk (SPINDO): Breakout Year In The Bag
Indonesia’s leading steel pipe company PT SPINDO published FY21 results earlier this week, crystallizing a year of record profitability with EBITDA...
Lloyd Moffatt
585 Views
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bullish
•
Cisarua Mountain Dairy
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16 Nov 2021 00:00
Wickhams Hill Research | Under-The-Radar Issue 12
A deeper look into Cisarua Mountain Dairy – Cimory (CMRY IJ) since we initially highlighted the deal in Issue 8 revealed that is business is not...
Lloyd Moffatt
133 Views
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bullish
•
Comfortdelgro Corp
•
01 Nov 2021 00:00
Wickhams Hill Research | Under-The-Radar Issue 11
ComfortDelGro (CD SP) announced further details surrounding the IPO of their Australian subsidiary, leading us to change our view on the potential...
Lloyd Moffatt
88 Views
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bullish
•
PT Avia Avian
•
17 Oct 2021 00:00
Wickhams Hill Research | Under-The-Radar Issue 10
We’ve found multiple small Indonesian listings that have offered big returns right out of the gate. Another upcoming IPO in Indonesia, PT Avia...
Lloyd Moffatt
73 Views
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bullish
•
Cosco Capital
•
09 Oct 2021 00:00
Wickhams Hill Research | Under-The-Radar Issue 9
Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month. An ongoing buyback at Robinsons...
Lloyd Moffatt
92 Views
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