Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

Malaysia

Singapore

Hong Kong

Indonesia

Philippines

Japan

New Zealand

South Korea

Taiwan

Thailand

Vietnam

Pakistan

Bangladesh

Macau

Mongolia

Cambodia

Sri Lanka

Brunei

Myanmar

Australia

China

India

DKSH Holdings Malaysia Berhad is principally an investment holding company. The principal activity of the Group is the provisioning of Market Expansion Services, which range from marketing, to sales force management, distribution and logistics, invoicing and credit management, inventory and returned goods management, and other services.

Formosa Prosonic Industries Berhad assembles high quality speaker systems and manufactures printed circuit boards. Through its subsidiaries, the Company manufactures molded plastic components for audio and video equipment, and also develops, manufactures and markets drive-unit high technology loudspeakers.

Poh Huat Resources Holdings Berhad is an investment holding company.  The Company, through its subsidiaries, manufactures and trades furniture and parts.

Asia File Corporation Bhd is an investment holding company.  The Company, through its subsidiaries, manufactures, supplies, trades, imports, and exports stationery products as well as manufactures and supplies paper diapers.

QAF Ltd. is an investment holding company primarily engaged in the manufacture and distribution of bread, bakery, and confectionery products, including the Gardenia brand, and the trading and distribution of various food and beverage products under brands like Cowhead and Farmland. The company also provides warehousing logistics services and is involved in primary production, including pork. QAF Ltd. is headquartered in Singapore and was founded in 1950.

Oriental Food Industries Holdings Berhad is an investment holding company. Through its subsidiaries, the Company manufactures, markets, and sells snack food and confectioneries.  Oriental Food Industries also manufactures and wholesales candies, chocolate products, fish fillet, and other preserved foods.

Delfi Limited is a Singapore-headquartered investment holding company that manufactures, markets, and distributes chocolate confectionery and related consumer products. Its portfolio includes popular brands like SilverQueen, Ceres, Delfi, Goya, and KnickKnacks, primarily serving Indonesia, the Philippines, Singapore, and Malaysia, and exporting to over 10 other countries. The company was incorporated in Singapore in 1984 and is headquartered in Singapore.

SBS Transit is a leading multi-modal public transport operator in Singapore, providing extensive bus and rail services. Its offerings include various bus services, the North East MRT Line, Downtown MRT Line, and the Sengkang and Punggol Light Rail Transit systems. The company is headquartered in Singapore and was founded in 1973 as Singapore Bus Services.

Spindex Industries is a leading precision engineering manufacturer specializing in high-precision metal components and machining solutions. The company's core competencies include turning, machining, grinding, surface treatments, and mechanical sub-assemblies, serving diverse sectors such as imaging & printing, automotive, domestic appliances, and industrial tools. Headquartered in Singapore, the business was founded in 1981.

Kimly Limited is one of Singapore's largest traditional coffee shop operators, managing an extensive network of coffee shops, food courts, and industrial canteens. The company also retails cooked food directly to consumers through various stalls and restaurants, and manufactures and processes food products. Kimly Limited was founded in 1990 and is headquartered in Singapore.

Punit Khanna
Independent Insight Provider
• Vriddhi Consulting

Summary

Areas of Expertise