< The 2015 All-Asia Research Team
Total appearances: 14
Team debut: 1994Repeating in third place are Sanjay Mookim and his 17-member Credit Suisse troupe. The 37-year-old leader “is a deep thinker, and his team is widespread in the region,” one ally attests. The researchers are stationed in Singapore, primarily, with one person in Hong Kong and two more in Kuala Lumpur. Of the 62 companies in their coverage universe, Ezion Holdings is one name to avoid, they advise. Since launching coverage on the offshore marine logistics and support provider in July, the group has maintained an underperform rating on the shares, owing to Ezion’s aging fleet of service boats. Sure enough, by the end of last month, the stock had sunk 31.4 percent, to 1.20 Singapore dollars, trailing its domestic peers by 37.1 percentage points. At the other end of the spectrum is diversified property developer CapitaLand, which Mookim and his colleagues deem a standout in their sector thanks to its lucrative real estate holdings. They highlighted their outperform rating on the shares in December, and through April, CapitaLand leaped 12.5 percent, to S$3.69, while Singapore’s equities overall gained 6.1 percent. The Credit Suisse crew projects a further increase to S$4.46.
