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

Australian Credit: Is There Value Left in the Woolworths Turnaround?

Australian Reporting Season: APA Group, Coca Cola Amatil, Lendlease, Scentre Group & Seven Group

Has Amazon Delayed Its Launch in Australia? The Near-Term Implications for Retailers

What Will Amazon Buy Next? Anything in Australia/Asia?

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.

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon.com Inc (AMZN US)</a> has officially launched in Australia signalling an increase in promotional activity and delivery based competition. Amazon has launched a significant domestic product range and delivery options in the lead up to Christmas. Australian retailers will need to improve their online platforms and delivery offering to remain competitive.The product range is extensive in the clothing, electronics, cosmetics and home improvement categories. There is no fresh food offering yet but…

Amazon.com Inc (AMZN US) has officially launched in Australia signalling an increase in promotional activity and delivery based competition. Amazon has launched a significant domestic product range and delivery options in the lead up to Christmas. Australian retailers will need to improve their online platforms and delivery offering to remain competitive.The product range is extensive in the clothing, electronics, cosmetics and home improvement categories. There is no fresh food offering yet but…

Amazon

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