Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

Analysis of bonds and other fixed income instruments

Credit

Asset allocation and country/region investment strategy

Cross Asset Strategy

Singapore

Hong Kong

Sembcorp Industries Ltd provides utilities and integrated services for industrial sites such as power, gas, steam, water, wastewater treatment and other on-site services. The Company's businesses also include marine & offshore engineering and urban development comprising industrial parks and business, commercial and residential spaces.

LHT Holdings Limited manufactures and supplies wooden pallets and cases for the packing of industrial products.  The Company also trades raw timer related products and manufactures technical wood, technical wood flooring and, and wood waste collection.  LHT Holdings rents pallet and warehouse, and acts as commission agent.

Keppel Corporation Limited's core businesses are offshore and marine, infrastructure, property investment and development, telecommunications and transportation, energy, and engineering.

PSC Corporation manufactures, markets, and sells household consumer products, soya bean products, and paper products.  The Company also provides healthcare consultancy and hospital and hotel management services, develops properties, and provides management services to the Econ Minimart chain of stores.

SUTL Enterprise develops and operates marinas, and also provides marina consultancy, marina development and yacht chartering services. It owns the prestigious ONE°15 Marina at Sentosa Cove in Singapore and operates ONE15 Luxury Yachting, which offers yacht chartering services at the club.

Karin Technology Holdings Limited provides electronic components, integrated circuit software, and information technology infrastructure solutions.  The Company distributes components from various suppliers, provides integrated circuit application design, and information technology infrastructure to customers in Hong Kong and the People's Republic of China.

Bund Center Investment, Ltd. invests in commercial property in China. The Company owns office buildings, hotels, and retail malls.

New Toyo International Holdings Limited manufactures laminated paper products and non-carbon paper. The Company's products include laminated aluminum paper for packaging consumer products, tipping paper for filter tips of cigarettes, non-carbon paper for multiple copies of documents, corrugated carton boxes for packaging, and tissue paper.

New Toyo International Holdings (TOYO SP)

Tat Seng Packaging Group Limited designs, manufactures, and sells corrugated paper packaging products such as corrugated boards and cartons for the packaging of electronics and electrical, food, pharmaceutical and other products according to customers' specifications.

Azeus Systems Holdings Limited is an information technology services provider, focusing on software development and system implementation services.  The Company also provides maintenance and support services and operates business process outsourcing.

Materials

Information Technology

Consumer Discretionary

Health Care

Industrials

Consumer Staples

Real Estate

Financials

Utilities

Energy

Kilde

Kilde connects family offices, funds, and accredited investors to investment-ready private credit deals in developed and emerging markets. We offer senior secured loans from last-mile lending companies with strong capitalization, a healthy balance sheet, and a capable management team.

Kilde
Offering Senior Secured Loans
• Kilde

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