INSIGHT PROVIDER
Lloyd Moffatt

Lloyd Moffatt
Pan-Asia Equity Bottom-up
Wickhams Hill

75
Insights
32.6k
Views
94
Followers
Equity Bottom-Up • Thematic (Sector/Industry)
Refresh
•08 Apr 2022 15:17

PT Steel Pipe Industry of Indonesia Tbk (SPINDO): Breakout Year In The Bag

Indonesia’s leading steel pipe company PT SPINDO published FY21 results earlier this week, crystallizing a year of record profitability with EBITDA...

Logo
765 Views
Share
•16 Nov 2021 00:00

Wickhams Hill Research | Under-The-Radar Issue 12

A deeper look into Cisarua Mountain Dairy – Cimory (CMRY IJ) since we initially highlighted the deal in Issue 8 revealed that is business is not...

Logo
286 Views
Share
bullish•Comfortdelgro Corp
•01 Nov 2021 00:00

Wickhams Hill Research | Under-The-Radar Issue 11

ComfortDelGro (CD SP) announced further details surrounding the IPO of their Australian subsidiary, leading us to change our view on the potential...

Logo
265 Views
Share
bullish•PT Avia Avian
•17 Oct 2021 00:00

Wickhams Hill Research | Under-The-Radar Issue 10

We’ve found multiple small Indonesian listings that have offered big returns right out of the gate. Another upcoming IPO in Indonesia, PT Avia...

Logo
164 Views
Share
bullish•Cosco Capital
•09 Oct 2021 00:00

Wickhams Hill Research | Under-The-Radar Issue 9

Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month. An ongoing buyback at Robinsons...

Logo
211 Views
Share
x