Smartkarma Webinars

Smartkarma Corporate Webinar | Asian Sea: Pet Food and Frozen Sustainable Growth Drivers

For our next Corporate Webinar, we are glad to welcome the CFO of Asian Sea (ASIAN TB), Akamon Prasoppolsujarit, and the CFO of Asian Alliance International, Varanratch Assanupong. Asian Sea has been in the food manufacturing industry for over 40 years and distributes to customers around the world. Asian Sea continuously expanded and developed from a family-owned business to a listed company on the Stock Exchange of Thailand (SET) using the symbol “ASIAN”. ASIAN currently has four segments – Frozen Food, Pet Food, Tuna, and Aquaculture Feed. In this upcoming webinar, Akamon and Varanratch will share a short company presentation, after which they will engage in a fireside chat with Smartkarma Insight Provider Angus Mackintosh. This will be followed by a live Q&A session.

Akamon Prasoppolsujarit

Mr. Akamon has over 30 years of experience working in Finance and Accounting with multi-billion Baht businesses operating in the retail, telecom, facility management, and catering sectors. Prior to ASIAN, he was CFO of Special Project and Acting Group CFO for Dusit Thani PLC and also worked as the Regional Finance Director of Southeast Asia for Property Care Services (Thailand) Limited. Mr. Akamon holds a Master’s degree in Financial Accounting from Chulalongkorn University, and a Bachelor of Arts degree in Accounting from Thammasat University.

Varanratch Assanupong

Ms. Varanratch worked at ASIAN for more than seven years and took the company through its transitional period as Finance and Investor Relations Department Manager. Recently, she was promoted to Chief Financial Officer of Asian Alliance International Co., Ltd., the biggest ASIAN subsidiary in the pet food and tuna business. Ms. Varanratch holds a Master’s degree in Business Administration from New York Institute of Technology (NYIT), New York, USA, and a Bachelor’s in Business Administration from Kasetsart University.

Angus Mackintosh 

Angus Mackintosh has been in Equity Sales and Research for more than 25 years covering Asian markets. He possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits as well as political, economic, and sector commentary. He is a former racing skier who enjoys ultra-marathons and surfing in his spare time.

BHP DLC Reunification

Our latest Flash Webinar looks at the BHP Group (BHP AU) reunification, after the recent announcement by the Group about unifying its corporate structure in order to make BHP “simpler and more agile”. To help us explore the implications for investors, we welcome David Blennerhassett , who has written about the news in his Insight, BHP Limited (BHP AU): DLC Reunification.

David Blennerhassett 

David Blennerhassett is a highly experienced sell-side analyst with in excess of 20 years of covering Asia Pacific equities, the past 13 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades, and restructuring.

China Banks: Silver Linings Playbook

For our next Webinar, we welcome Insight Provider Stanley Tsai, CFA, who will present his views on positioning in China financials for the remainder of 2021 in the face of a slowing economy, renewed concerns over Covid-19, and asset quality challenges.

Stanley Tsai, CFA 

Singapore Investment Ideas

For our next Webinar, we have the pleasure of welcoming Insight Provider Nicolas Van Broekhoven, who will talk to us about some of his favourite Singapore-based small- and mid-cap investment ideas and his view on them going forward.

Nicolas Van Broekhoven 

Nicolas Van Broekhoven is a generalist investor with a preference for small and mid-cap companies and special situations. He grew up in Europe, went to university in the US, and lives in Singapore, which has given him a broad scope on the world and investing in general.

Singapore O&G: Nurturing Women’s and Children’s Health in Singapore

For our next Corporate Webinar, we are glad to welcome the Chief Executive Officer of Singapore O&G Ltd. (SOG SP), Eric Choo. Established in 2011 and listed on SGX in June 2015, SOG is a leading healthcare service provider dedicated towards delivering premier medical services to women’s and children’s health and wellness at affordable prices. The Group’s clinics, under its four operating segments – O&G, Paediatrics, Cancer-related, and Dermatology – are strategically located throughout Singapore to provide easy access to its patients. In this Webinar, Eric will share a short company presentation, after which he will engage in a fireside chat with Smartkarma Insight Provider, Xinyao (Criss) Wang. This will be followed by a live Q&A session.

Eric Choo

Mr. Eric Choo was appointed as Chief Executive Officer of SOG in February 2020. He is responsible for leading the management in setting and executing the Group’s strategies, goals, and missions, and oversees the day-to-day operations, overall administration, business, and strategic development, marketing, corporate planning, and management of the Group. Mr. Choo has over ten years of experience in the healthcare industry.  He was the former Chief Financial Officer of SOG and another healthcare group. He was one of the key executive officers during the initial public offering of SOG in 2015.

Xinyao (Criss) Wang 

Criss graduated from Duke University – The Fuqua School of Business with an MBA degree, and also is a CPA in both China and Canada. Before Smartkarma, she worked with Ernst & Young, DaVita Kidney Care, Fresenius Medical Care, and Fosun Pharma, covering diversified roles in clinic operations, business development, investment and equity research in both China and overseas markets, with over 12 years of experience in both finance and healthcare industry.

ELITE SP: A Unique Social Infrastructure Play

For our next Corporate Webinar with are glad to welcome the management team of Elite Commercial REIT (ELITE SP): 

• Shaldine Wang, CEO
• Jonathan Edmunds, CIO
• Joel Cheah, CFO

Elite Commercial REIT is the first and only UK-focused listed REIT in Singapore. Listed on SGX-ST in February 2020, Elite has been established with the principal strategy of investing, directly or indirectly, in commercial and real estate-related assets in the UK. In their upcoming webinar, Shaldine will share a short company presentation after which, she, together with Jonathan and Joel, will engage in a fireside chat with Smartkarma Insight Provider Sumeet Singh. This will be followed by a live Q&A session.

Shaldine Wang, Chief Executive Officer

Ms Wang has over 20 years of experience in corporate finance, financial management, and investments. Prior to her present appointment, she was the Portfolio Director of Elite UK Commercial Fund. Prior to that, Ms Wang was the Head of Projects at Sime Darby Real Estate Management Pte. Ltd., where she was responsible for investment and development opportunities for the Sime Darby Property private fund. Before that, she headed the finance function in a couple of Hong Kong- and Singapore-listed companies in the maritime industry, including as the Chief Financial Officer of the manager of SGX-ST-listed Pacific Shipping Trust. Ms Wang has also served as the Head of Investment at the manager of Cambridge Industrial Trust (now known as ESR-REIT) where she was responsible for portfolio investment, divestment, and built-to-suit activities. Ms Wang holds a Bachelor of Science in Biological Science from the University of Guelph, Canada, and a Master of Arts in International Financial Analysis from the University of Newcastle Upon Tyne, UK.

Jonathan Edmunds, Chief Investment Officer

Mr Edmunds has more than 18 years of experience in the real estate industry, focusing on real estate investment and management across various sectors globally. Previously, he was the Investment and Asset Management Director of Elite UK Commercial Fund. Preceding that, Mr Edmunds was the Director of the Real Estate department of AEP Investment Management Pte. Ltd., where he was responsible for the strategic investment and transaction management for their UK, Australia, and Singapore mandates. He was also a lead manager of Basil Property Trust and was responsible for investments, fund acquisitions, and structuring. Prior to that, Mr Edmunds had worked in the UK and Switzerland in various asset management roles including fundraising, acquisitions, structuring, reporting, managing investment strategies, managing a US$250 million equity mandate to acquire income-producing assets in the UK and Europe as well as structured and arranged debt capital, implemented interest rate hedges, and managed portfolio asset performance. Mr Edmunds graduated from University of the West of England with a BA (Hons) Business Studies. He also holds a Master of Arts in Property Valuation and Law from The City University in London, UK.

Joel Cheah, Chief Financial Officer

Mr Cheah has over 13 years of experience in finance, capital markets, treasury, and strategic planning. Prior to this, he was the Finance Director of Elite UK Commercial Fund. Prior to that, he was the Senior Vice President of Finance for the Manager of a SGX-ST-listed hospitality trust, where he was responsible for the oversight of the preparation of statutory accounts for reporting, coordination with external auditors, managing tax affairs, and treasury matters. Mr Cheah also served as the Treasurer at the manager of Cambridge Industrial Trust (now known as ESR-REIT) where he was responsible for treasury, financing, and portfolio risk management. He was named Highly Commended Winner for Best Financing Solution at the Adam Smith Asia Awards 2015. Mr Cheah started his career in strategic planning and investment research roles for various financial institutions. Mr Cheah holds a Bachelor of Business from Nanyang Technological University, Singapore and a Master of Science (Real Estate) from National University of Singapore. He is also a Chartered Financial Analyst.

Sumeet Singh, Aequitas Research

Sumeet Singh is the head of IPOs & Placements for Aequitas Research. Aequitas covers all IPOs and placements across Asia-Pacific with a deal size of at least US$100m. As of December 2020, the Aequitas team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%. Prior to Aequitas, Sumeet was the head of Content Strategy for Smartkarma, also covering IPOs & Placements. In an earlier life, Sumeet covered ASEAN property and the banking space in India.

Evergrande: Quantifying Risks and Potential Domino Effect

Tune in for our Flash Webinar as we look at recent developments at Evergrande Real Estate Group (3333 HK). The highly indebted real estate company saw its share price jump from four-year lows on the resolution of a dispute with a Chinese bank, but trouble for China’s largest property developer seems far from over. Join us for a discussion with Insight Providers Charles Macgregor and Travis Lundy on the current situation and where the company goes from here.

Travis Lundy 

Travis Lundy has 20+ years of experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies, with most of that time spent managing money.

Charles Macgregor 

Charles Macgregor is an industry veteran with over 35 years of experience. As Head of Asia, he is responsible for the Asian credit research product at Lucror, which he joined in 2013. Previously, he had worked for Deutsche Asset Management, where he was Head of Credit Research, Asia-Pacific and Co-Chair of their Global Credit Methodology Committee. He also worked at Moody’s, where he was a Senior Credit Officer and a member of their New Instruments Committee and Symbols & Definitions Committee.

SISB TB: Bringing International Education to Thai Students

For our next Smartkarma Corporate Webinar, we are glad to welcome Singapore International School of Bangkok (SISB TB)’s CEO and Co-Founder, Khun Kelvin Koh. SISB is a leading provider and manager of Singapore International Schools in Thailand. Founded in 2001, SISB currently owns and manages five campuses, which adopt the Singapore and UK curricula as the foundation for teaching and learning. The SISB name is inspired by its first campus, Singapore International School of Bangkok, which pioneered the Singapore education curriculum in Thailand. In this Webinar, Kelvin will share a short company presentation and engage in a fireside chat with Smartkarma Insight Provider Dr. Andrew Stotz, followed by a live Q&A session.

Kelvin Koh

Kelvin Koh is the co-founder and chief executive officer of SISB Co. Ltd. Mr Koh was educated in Singapore and has been based in Thailand since 1992. He holds an executive MBA Degree from Sasin, Graduate Institute of Business Administration of Chulalongkorn University, Thailand and a diploma in mechanical engineering from Ngee Ann Polytechnic, Singapore. He speaks fluent English, Chinese and Thai

Dr. Andrew Stotz, CFA 

Andrew Stotz graduated with a Bachelor of Science in Finance and an MBA from California State University and earned his PhD in finance from the University of Science and Technology of China. In 2013, Andrew retired from a 20-year career as an equity analyst at various brokers in Thailand to set up A. Stotz Investment Research (ASIR). His final eight years in the business were spent as a Head of Research, managing teams, and writing strategy regularly. He is the current CFA Society Thailand president. While Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report.

Overweight and Underweight in Indonesia Amidst the Covid Crisis

For our next Webinar, we have the pleasure of welcoming Insight Provider Henry Soediarko to explore overweight and underweight in Indonesia. The country’s healthcare system has been overwhelmed due to COVID-19, raising questions about hospital operators such as Mitra Keluarga Karyasehat Tbk (MIKA IJ) and Siloam International Hospital (SILO IJ), while tighter testing and vaccination regulations could bode well for Prodia (PRDA IJ) as the only listed entity in Indonesia with expertise on testing.

Henry Soediarko 

Henry Soediarko is a Long & Short Investment Ideas generator for Asian Equities with 10 years of experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment theses. He provides on-the-ground insights in various Asian markets with a sway towards ASEAN.