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

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Feb'18

Best World: China, More Members, and Halal

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Apr'18

The Company Knows Best: 2017 Asia Buyback Monitor

Insider Report: Largest Insider Dealings for 2017

ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018

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.

Thematic (Sector/Industry)

Sanai Health Industry Group Company (1889 HK)

<p>This is the first instalment of Wickhams Hill’s monthly note covering the performance of small-cap markets across ASEAN and Hong Kong. While starting small, we hope to build out the content over time to be more useful and insightful for readers. Any feedback or suggestions are most welcome in the comments below.</p><h2><strong>Market Overview</strong></h2><p>Asia small-caps were off to a positive start in most markets and more in-line with large-cap indices, in contrast to last year. Indonesia and Singapore were the stands…</p>

This is the first instalment of Wickhams Hill’s monthly note covering the performance of small-cap markets across ASEAN and Hong Kong. While starting small, we hope to build out the content over time to be more useful and insightful for readers. Any feedback or suggestions are most welcome in the comments below.Market OverviewAsia small-caps were off to a positive start in most markets and more in-line with large-cap indices, in contrast to last year. Indonesia and Singapore were the stands…

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Jan'18