Summary
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%
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Ex Japan
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)
Work Experience:
- Religare Capital Markets (Singapore)
- Duxton Asset Management