INSIGHT PROVIDER
Lloyd Moffatt

Lloyd Moffatt
Pan-Asia Equity Bottom-up
Wickhams Hill

75
Insights
36.5k
Views
93
Followers
Equity Bottom-Up • Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
30%
Industrials
21%
Information Technology
13%
Energy
13%
Consumer Staples
13%
Materials
4%
Communication Services
3%
Financials
3%
Real Estate
1%
Health Care
1%

Top Verticals

Equity Bottom-Up
84%
Thematic (Sector/Industry)
16%

Top Entities

Pryce
10
Cosco Capital
9
Phoenix Petroleum
7
Arwana Citramulia
7
Petron
6
Future Bright
5
ComfortDelGro
5
MacroAsia
5
AKR Corporindo
5
Procurri
5

Top Countries

Singapore
19.2%
Philippines
15.1%
Indonesia
14%
Thailand
7.6%
Hong Kong
6.4%
Malaysia
5.8%
Myanmar
4.1%
Vietnam
3.5%
Cambodia
3.5%
China
3.5%
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