Research Workshop
October 17, 2018, Macquarie Singapore Office , Singapore
Research Workshop
October 17, 2018, Macquarie Singapore Office , Singapore
Presenting Analysts Profiles
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Aditya Suresh, Co-head of Asia Energy Research
Aditya Suresh is an Asia Oil & Gas specialist at Macquarie. Aditya has ten years of equity research experience in the energy sector and his coverage now spans China, India and Asean. Prior to Macquarie, Aditya was a member of the top-ranked European O&G team at Morgan Stanley. Aditya holds a Master in Finance degree from INSEAD, a bachelor痴 degree in Chemical Engineering, and a CFA charter.
Coverage universe: Bharat Petroleum, Hindustan Petroleum, Indian Oil, Oil and Natural Gas Corporation, Reliance Industries, Kunlun Energy, Hilong Holding, Sinopec Engineering Group, China Oilfield Services, Sinopec, PetroChina, CNOOC, AKR Corporindo, Gas Malaysia, Petronas Gas, Sinopec (A-Share), China Oilfield Services (A-Share), PetroChina (A-Share).

 
Anand Pathmakanthan, Head of Malaysia Research 
Anand joined Macquarie in 2016 and is the resident expert on all things Malaysia, with over 20 years・experience covering the Malaysian equity market. Starting as a junior research analyst with a local broking house in 1995, Anand has covered a broad range of market sectors in Malaysia and began his head of research career at Nomura in 2006. Prior to joining Macquarie, he was the head of research with CLSA (Malaysia). Anand has bachelor degrees in Economics and Law, and has completed the CFA.
Coverage universe: Alliance Bank Malaysia, AMMB Holdings, CIMB, Genting Malaysia, Hong Leong Bank, IHH Healthcare Bhd, KPJ Healthcare, Maybank, Public Bank, RHB Bank, Sime Darby, Tune Protect Group, Velesto Energy.

 
Anna Park, Co-head of Asia Energy Research
Anna Park covers Asia petrochemicals & refining and Korea steel & utilities, bringing over16 years・experience in the space both in industry and on the sell-side. She has worked at both SK Innovation and LG Chem. Since year 2009 she has worked for top-ranked local and global research team before joining Macquarie in 2013. Anna holds an MBA from Columbia University and a bachelor痴 degree in Chemistry from Yonsei University, and is a US CPA.
Coverage universe: PETRONAS Chemicals Group, Hyundai Steel, POSCO, S-Oil, Lotte Chemical, Kumho Petrochemical, Korea Electric Power, LG Chem, SK Innovation.

 
Chan Hwang, Head of Korea Research
Chan Hwang, head of Korea research, brings over 17 years・experience in Korean financials to Macquarie. Chan started his career as a product manager at Microsoft, where he focused on programs like Microsoft Project and Microsoft Word. Since 2002, he has worked for bulge-bracket research teams as a financial analyst, deputy head of research, and head of Korea financial research before joining Macquarie in 2008. Chan graduated from Seoul National University majoring in Business Administration and holds an MA in Finance (Management of Financial Institutions) from the same university.
Coverage universe: Woori Bank, Samsung Fire & Marine, Hyundai Marine & Fire, Korean Re, DB Insurance, Industrial Bank of Korea, Samsung Life Insurance, Shinhan Financial Group, Hana Financial Group, Hanwha Life Insurance, KB Financial Group, BNK Financial Group, DGB Financial Group.

 
Conrad Werner, Head of ASEAN and Singapore Research
Conrad痴 joined Macquarie in 2011 and serves as Head of ASEAN Research. Conrad can offer top-down insights on ASEAN markets alongside well researched bottom-up stock calls across various investment horizons. Conrad is few one of the few analysts covering the entire Jardine complex of companies. Conrad holds an AB with Honors in Economics from Princeton University.
Coverage universe: Dairy Farm International, First Resources, Golden Agri-Resources, Indofood Agri Resources, Jardine Cycle & Carriage, Jardine Matheson, Jardine Strategic Holdings, Keppel Corp, Sarine Technologies, Sembcorp Industries, Sembcorp Marine, ST Engineering, Wilmar International, Sea.

 
Damian Thong, Head of Asia Technology Research
Damian Thong, head of Japan technology research and Asia technology research, has spent over 17 years analysing the long-run trajectory of semiconductor technology. Prior to joining Macquarie, Damian was a member of the top-ranked European technology research team at Dresdner Kleinwort Wasserstein in London. Damian holds a First Class Honours degree in Government and Economics from the London School of Economics and Political Science, a Masters in Finance from INSEAD, and has been a CFA charterholder since 2004.
Coverage universe: SUMCO, Shin-Etsu Chemical, Konica Minolta, Disco, MinebeaMitsumi, Hitachi, Toshiba, Mitsubishi Electric Corporation, Fuji Electric, Nidec, OMRON Corporation, Fujitsu, Renesas Electronics, Ulvac, Japan Display, Panasonic Corporation, Sony, TDK, Alps Electric, Hirose Electric, Advantest, MegaChips Corp, Rohm, Kyocera, Taiyo Yuden, Murata Manufacturing, Nikon, SCREEN Holdings, HOYA, Canon, Ricoh Company, Nissha, Tokyo Electron, Hitachi High-Technologies.

 
Felix Rusli, Equity Research Product Manager, Asia
Felix Rusli joined Macquarie in September 2017 as Equity Research Product Manager for Asia, reporting to Jake Lynch. Prior to Macquarie, Felix worked at Credit Suisse for 18 years, where he held various roles including research analyst (covering hardware technology, transportation, industrials and basic materials), and most recently, as head of Credit Suisse HOLT Asia Pacific.

 
Gilbert Lopez, Head of Philippines Research
Gilbert Lopez, head of Philippines research, has nearly 25 years of continuous sell-side research experience in the Philippines. Gilbert has covered nearly all major industries in the Philippines but is now focusing on strategy, banking, and conglomerates research. Gilbert is a graduate of De La Salle University in Manila with a Bachelor of Science in Accountancy degree.
Coverage universe: Ayala Corporation, Alliance Global Group, BDO Unibank, Bank of the Philippine Islands, GT Capital Holdings, JG Summit Holdings, Metropolitan Bank, Security Bank, SM Investments Corporation.

 
Inderjeet Bhatia, Head of India Research
Inderjeet Bhatia, head of India research, has over 13 years of experience in a broad range in sectors like infrastructure, industrials, utilities and logistics. Inderjeet entered financial markets after completing an MBA and a stint with TCS. Inderjeet has covered the extended Indian Infra space for the past 12 years with 10 years at Macquarie. Inderjeet痴 team covers more than 100 stocks in India from Mumbai.
Coverage universe: ABB India, Adani Power, Adani Ports and Special Economic Zone, Bharat Heavy Electricals, CESC, CG Power and Industrial Solutions, Crompton Greaves Consumer Electricals, Gujarat Pipavav Port, Havells India, JSW Energy, Cummins India, Larsen & Toubro, NCC, NTPC, Power Grid Corporation of India, Siemens India, Thermax, Tata Power.

 
Jake Lynch, Head of Asia Research
Jake Lynch was appointed Head of Asia Research in 2016, after 10 years in Macquarie Research acting as Head of Emerging Leaders, Asia as well as Head of China Research. He is a Mandarin speaker, having first lived in the PRC in 1994.  Jake and the Small Mid Cap Team were rated Top Three by the Institutional Investor survey for 2015 & 2016.

 
Janet Lewis, Head of Asia Industrials Research
Janet Lewis, head of Asian Industrials and lead analyst on Japan & China autos: Janet brings over 30 years・experience in Japanese and Chinese equities. Since 2011 she has led coverage of Chinese autos and since 2016 the Japanese auto sector. Janet has also covered Asian regional shipping, the Japanese trading houses and early in her career Japanese construction and housing. She spent 17 years with SG Warburg/UBS and has been at Macquarie since 2006. Janet holds a BA from University of Toronto and an MA in Commerce from Waseda University in Tokyo. She is a CFA charter-holder.
Coverage universe: Nexteer, Minth Group, Dongfeng Motor Group, Nissan Motor, Toyota Motor, Mitsubishi Motors, Mazda Motor, Honda Motor, Suzuki Motor, Subaru, Yamaha Motor.

 
Jayden Vantarakis, Head of Indonesia Research
Jayden Vantarakis, head of Indonesia research, co-ordinates Macquarie痴 Indonesia research product as well as directly covering banking and mining equities. He has 6 years・experience as a top analyst across Indonesia痴 utilities, energy, diversified financials sectors in AsiaMoney polls. As a strategist, Jayden maintains a 僧odel portfolio・which has materially outperformed since inception. Prior to this, Jayden spent 6 years in commercial banking in Australia. He has dual undergraduate degrees in Commerce and Engineering (1st class honours) from the University of Melbourne.
Coverage universe: Adaro Energy, Bank Central Asia, Bank Negara Indonesia, Bank Rakyat Indonesia, Bank Tabungan Negara, Bank Danamon, Bank Mandiri, PT Vale Indonesia, Indo Tambangraya Megah, Bukit Asam.

 
Jeffrey Ohlweiler, Head of Taiwan Research
Jeff Ohlweiler, Head of Taiwan Research, Taiwan strategy and tech research. Jeff also covers 19 tech stocks ・in the industrial automation, memory, PC and IPC spaces in Taiwan. Jeff has lived and worked in Asia for 20 years (both buy and sell side). Jeff has a Master of International Business Studies (MIBS) from The University of South Carolina.
Coverage universe: AirTAC, Hiwin Technologies, Delta Electronics, Compal, Macronix, Acer, Inventec, Asustek Computer, Chroma ATE, Quanta Computer, Advantech, Nanya Technology, AUO, Epistar, Transcend Information, Pan Jit International, Wistron, Innolux Corp, TPK, Pegatron, Sino-American Silicon Products, Powertech, Ennoconn Corp, General Interface Solution (GIS) Holding, Phison Electronics.

 
Linda Huang, Head of Asia Consumer Research
Linda Huang is the head of the Hong Kong China consumer team. She covers department store operators, F&B companies, hypermarket operators, gold, jewellery and watch retailers, women's footwear, home appliance retailers and China sportswear companies. Linda holds an MBA degree from UCLA Anderson School and is a Chartered Financial Analyst.
Coverage universe: Hengan International Group, Chow Sang Sang, Lifestyle, Want Want China, Yihai International, Tsingtao Brewery, Stella International Holdings, Samsonite International S.A., Prada, Chow Tai Fook, Uni-President China Holdings, China Mengniu Dairy Company, WH Group, China Resources Beer, Tingyi, Golden Eagle Retail, Dali Foods, GOME Retail Holdings, Li & Fung, Luk Fook, Sun Art Retail Group, Lianhua Supermarket, Wuliangye Yibin (A-Share), Henan Shuanghui Investment & Development Co. (A-Share), Suning.com (A-Share), Yanghe (A-Share), China CYTS Tours (A-Share), Moutai (A-Share), Lao Feng Xiang (A-Share), Yili (A-Share), China Int'l Travel Service (A-Share), Yonghui Superstores (A-Share), Foshan Haitian Flavouring & Food (A-Share), Yum China Holdings
 
 
Peach Patharavanakul, Head of Thailand Research
Peach Patharavanakul joined Macquarie in July 2018 after working as a sell-side equity research analyst for 14 years at Deutsche Tisco, Royal Bank of Scotland, and Siam Commercial Bank, covering the banking & financials, life insurance, consumer, and hotel sectors. She started her career as an auditor (1999-2002) and EVA analyst (2004). Peach holds a BA in Accountancy from Chulalongkorn University and MSc. Finance & Management from University of Exeter.
Coverage universe: Bank of Ayudhya, Bangkok Bank, Kasikornbank, Kiatnakin Bank, Krung Thai Bank, Muangthai Capital, Siam Commercial Bank, Thanachart Capital, TISCO Financial Group, TMB Bank

 
Scott Russell, Head of Asia Financials Research
Scott joined Macquarie in October 2010 and is head of Asia financials research. He is a fully qualified actuary and a Fellow of the Institute of Actuaries of Australia. From 2004 to 2010, Scott covered the Australian insurance sector for Morgan Stanley. Prior to that, he was an actuarial consultant with Towers Watson where he worked on a range of projects across Asia-Pacific.
Coverage universe: AIA Group, New China Life Insurance, PICC Group, Ping An Insurance, PICC Property and Casualty, China Pacific Insurance, China Life Insurance, Value Partners, China Taiping Insurance, Panin Financial, Ping An Insurance (A-Share), New China Life Insurance (A-Share), China Pacific Insurance (A-Share), China Life Insurance (A-Share)
 
 
Viktor Shvets, Head of Asian Strategy and Global Equity Strategy Co-ordinator
Viktor Shvets joined Macquarie in Hong Kong in January 2013 and is head of Asian Strategy as well as global coordinator of equity strategy. Viktor has 30 years of equity research experience across various sectors and markets, including Australia, Asia, US domestic and EEMEA. Previously, Viktor led thematic research at Credit Suisse in HK. He has worked for various banks, including Deutsche Bank (Hong Kong and US), Barings (Australia), DLJ (Europe) and Lehman Brothers/Nomura. Viktor has a Bachelor of Economics from the University of Sydney and Master of Commerce from the University of NSW. He is also Fellow CPA.
 

Wendy Huang, Head of Asia Internet, Media and Education Research
Wendy Huang is head of Asia internet, media and education research. Wendy has over 15 years・experience in the internet ・both from the industry and sell-sides. In 2017, Wendy was ranked #1 Top Earnings Estimator for Asian Software & IT Services by Thomson Reuters. Wendy holds an MSc in finance from Lancaster University and is a CFA charter-holder. Wendy can conduct teach-ins on E-Commerce, Cinema, Online Gaming, Private Education and FinTech.
Coverage universe: Virscend Education Co, Minsheng Education Group, China Xinhua Education Group, Kingsoft Corp, Tencent, Alibaba Group Holding, Baidu, Bitauto, Cheetah Mobile, Ctrip.com International, New Oriental Education & Technology Group, JD.com, 51job, SINA Corporation, TAL Education Group, Vipshop Holdings, 58.com
 

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