Summary
Capital markets veteran with 25 years across sell-side and buy-side research, investor relations, and fund management. Currently publish independent equity research (Mofferies Investment Research, via Smartkarma) spanning semiconductor memory (DRAM/NAND/HBM), foundry, semiconductor equipment and advanced packaging, gold and cross-asset strategy, financials forensics, and APAC IPOs — with a standing watchlist of 190+ companies across 41 countries. Background includes deep aviation-sector expertise (airlines, airports, OEMs, lessors, air cargo, travel/OTAs). Approach centers on identifying cyclical inflection points and mispriced risk across sectors, translated into explicit, actionable calls.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
Sectors:
Industrials, Industrials
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)
Work Experience:
- BIMB Securities - Deputy Head of Equity Research
- AmInvestment Bank - SVP, Sell-side analyst
- Pangolin Aviation Recovery Fund - Director, Hedge Fund
- Maybank - Associate Director, Sell-side analyst
- AirAsia - HOD, Investor Relations
- Oasis Asset Management - Buy-side analyst