philippines singapore - credit suisse
TRANSCRIPT
1
Country Teams
Teddy Oetomo and team
Indonesia
Sanjay Mookim and team
Singapore
Vincent Chan and team
China
Steve Hagger, Tan Ting Min and team
Malaysia
Cusson Leung and team
Hong Kong
Ashish Gupta and team
India
Adnan Kucukalic, Paul McTaggart and team
Australia / New Zealand
Dan Fineman and team
Thailand
Randy Abrams and team
Taiwan
John Sung and team
South Korea
Alvin Tan and team
Philippines
Click on each team’s box for the list of team members
2
Sector Teams
Manish Nigam, Anantha Narayan and team
Technology / IT Services and Software
Manish Nigam and team
Technology / Hardware
Jinsong Du and team
Property
Edwin Pang and team
Power
Manish Nigam, Randy Abrams and team
Technology / Semiconductors
Timothy Ross and team
Transportation
Colin McCallum and team
Telecommunications
Karim Salamatian and team
Consumer
Cusson Leung and team
Conglomerates
Sanjay Jain and team
Banks
Henry Kwon and team
Autos and Auto Parts
Danny Goh and team
Infrastructure
Yang Song and team
Industrials
Jinsong Du and team
Healthcare & Pharmaceuticals
Gabriel Chan and team
Gaming & Lodging
David Hewitt and team
Oil & Gas
Trina Chen and team
Basic Materials
Wallace Cheung and team
Internet
Arjan van Veen and team
Insurance
Click on each team’s box for the list of team members
3
Macro Teams
Dong Tao and team
Economics
Ray Farris and team
Currency & Rates Strategy
Jahanzeb Naseer and team
Quantitative Strategy
Ray Farris and team
Credit Strategy
Sakthi Siva and team
Equity Strategy
Kenny Lau and team
Small & Mid Capitalization Stocks
Click on each team’s box for the list of team members
4
Australia & New Zealand
Paul McTaggart, Adnan Kucukalic & team
Amlan Roy John Lee
Andrew Adams John Richmond
Andrew Peros Jonathan Wilmot
Andrew Garthwaite Larry Gandler
Arjan van Veen Matthew Hope
Atul Lele Michael Slifirski
Benjamin McVicar Pankaj Patel
Bradley Clibborn Paul Buys
Damien Boey Peter Jabour
David Hewitt Sakthi Siva
Grant Saligari Samantha Carleton
Jahanzeb Naseer Sandra McCullagh
James Ellis Saul Hadassin
James Redfern Scott Chessum
Jarrod Martin Stephen Rich
Jason Swinbourne Timothy Ross
John Heagerty Viktor Shvets
China
Vincent Chan & team
Archibald Pei Jinsong Du Arjan van Veen Michael (Ke) Lan Chate Benchavitvilai Kenny Lau Christiaan Tuntono Kevin Yin Colin McCallum Lefei Sun Cusson Leung Liang Zhong Daisy Wu Manish Nigam Danny Goh Owen Liang David Hewitt Peggy Chan Davin Wu Qiao Yi Dong Tao Randy Abrams Duo Chen Sakthi Siva Edwin Pang Sanjay Jain Eva Wang Sarah Wang Frances Feng Satya Kumar Frankie Zhu Tian Liu Gabriel Chan Timothy Ross Henry Kwon Trina Chen Horace Tse Vivian Zhao Iris Wang Wallace Cheung Jack Yeung Wenhan Chen Jahanzeb Naseer Yang Song Jane Tai Ying Ying Yang Jeffery Hoo YT Boon Jennifer Gao
Back to top
Back to top
5
Hong Kong
Cusson Leung & team
Arjan van Veen Jeffery Hoo Chate Benchavitvilai Jennifer Gao Christiaan Tuntono Jinsong Du Colin McCallum Joe Lam Daisy Wu Jonathan Tischler Danny Goh Joyce Kwock David Hewitt Kenny Lau Davin Wu Kevin Yin Dong Tao Kin Nang Chik Edwin Pang Lefei Sun Eva Wang Manish Nigam Frances Feng Owen Liang Franco Lam Randy Abrams Frankie Zhu Sakthi Siva Gabriel Chan Sanjay Jain Henry Kwon Shiling Guo Horace Tse Thompson Wu Iris Wang Timothy Ross Isis Wong Trina Chen Jack Yeung Wallace Cheung Jahanzeb Naseer Yang Song Jane Tai YT Boon
India
Ashish Gupta & team
Abhishek Bansal Jatin Chawla Amish Shah Jinsong Du Anantha Narayan Kenny Lau Anubhav Aggarwal Manish Nigam Arjan van Veen Neelkanth Mishra Arnab Mitra Randy Abrams Badrinath Srinivasan Ravi Shankar Chintan Parikh Robert Prior-Wandesforde Colin McCallum Rujuta Gadgil Cusson Leung Sagar Rastogi Danny Goh Sakthi Siva David Hewitt Sandeep Mathew Dong Tao Sanjay Jain Edwin Pang Sanjay Mookim Gabriel Chan Sunil Tirumalai Henry Kwon Timothy Ross Ishan Mahajan Wallace Cheung Jahanzeb Naseer
Back to top
Back to top
6
Indonesia
Teddy Oetomo & team
Agus Sandianto Jahanzeb Naseer Arjan van Veen Jinsong Du Colin McCallum Kenny Lau Cusson Leung Manish Nigam Danny Goh Randy Abrams David Hewitt Robert Prior-Wandesforde Dian Haryokusumo Sakthi Siva Dong Tao Sanjay Jain Edwin Pang Shawn Lee Ella Nusantoro Stephen Hagger Gabriel Chan Timothy Ross Henry Kwon Trina Chen Hock Leng Ng Wallace Cheung
Malaysia
Stephen Hagger, Tingmin Tan & team
Annuar Aziz Jinsong Du Arjan van Veen Kenny Lau Colin McCallum Loke Foong Wai Cusson Leung Manish Nigam Danny Goh Randy Abrams David Hewitt Robert Prior-Wandesforde Dong Tao Sakthi Siva Edwin Pang Sanjay Jain Gabriel Chan Shawn Lee Henry Kwon Timothy Ross Hock Leng Ng Trina Chen Jahanzeb Naseer Wallace Cheung
Back to top
Back to top
7
Philippines
Alvin Tan & team
Alvin Arrogo Jinsong Du Arjan van Veen Kenny Lau Chate Benchavitvilai Manish Nigam Colin McCallum Randy Abrams Cusson Leung Robert Prior-Wandesforde Danny Goh Sakthi Siva David Hewitt Sanjay Jain Dong Tao Santitarn Sathirathai Edwin Pang Shawn Lee Gabriel Chan Stephen Hagger Henry Kwon Timothy Ross Hock Leng Ng Trina Chen Horace Tse Wallace Cheung Jahanzeb Naseer
Singapore
Sanjay Mookim & team
Anand Swaminathan Jinsong Du Arjan van Veen Kenny Lau Chate Benchavitvilai Loke Foong Wai Ching Kwee Hong Manish Nigam Colin McCallum Michael Wan Cusson Leung Randy Abrams David Hewitt Robert Prior-Wandesforde Davin Wu Sakthi Siva Dong Tao Shawn Lee Edwin Pang Shiling Guo Frances Feng Stephen Hagger Gabriel Chan Su Tye Chua Gerald Wong Timothy Ross Henry Kwon Trina Chen Hock Leng Ng Wallace Cheung Jahanzeb Naseer Yvonne Voon Jenice Fung
Back to top
Back to top
8
South Korea
John Sung & team
Aaron Yoon Jeff Kahng A-hyung Cho Jihong Choi Arjan van Veen Jinsong Du Christiaan Tuntono John Sung Colin McCallum Kenny Lau Cusson Leung Keon Han Danny Goh Manish Nigam David Hewitt Michael Kim Davin Wu Minseok Sinn Dong Tao Myeong Jin Shin Edwin Pang Randy Abrams Gabriel Chan Ray Kim Gil Kim Sakthi Siva Hayoung Chung Sanjay Jain Henry Kwon Sonia Kim Heyryung Choi Timothy Ross Hye Won Cho Trina Chen Jahanzeb Naseer Wallace Cheung
Taiwan
Randy Abrams & team
Arjan van Veen Jimmy Huang Chate Benchavitvilai Jinsong Du Christiaan Tuntono Josette Chang Chung Hsu Kenny Lau Colin McCallum Keon Han Cusson Leung Kevin Chen Danny Goh Manish Nigam David Hewitt Michelle Chou Davin Wu Pauline Chen Dong Tao Sakthi Siva Edwin Pang Sanjay Jain Gabriel Chan Shawn Lee Henry Kwon Thompson Wu Irene Wu Timothy Ross Jahanzeb Naseer Trina Chen Jeremy Chen Wallace Cheung Jerry Su YT Boon
Back to top
Back to top
9
Thailand
Daniel Fineman & team
Arjan van Veen Karim Salamatian Chai Techakumpuch Kenny Lau Chate Benchavitvilai Manish Nigam Colin McCallum Poom Suvarnatemee Cusson Leung Randy Abrams Danny Goh Sakthi Siva David Hewitt Sanjay Jain Dong Tao Santitarn Sathirathai Edwin Pang Shawn Lee Frances Feng Siriporn Sothikul Gabriel Chan Stephen Hagger Henry Kwon Thaniya Kevalee Hock Leng Ng Timothy Ross Jahanzeb Naseer Trina Chen Jinsong Du Wallace Cheung
Back to top
10
Autos & Auto Parts
Henry Kwon & team
Annuar Aziz Arndt Ellinghorst Atul Lele Chai Techakumpuch Jack Yeung Jatin Chawla Jeremy Chen Teddy Oetomo Thaniya Kevalee
Banks
Sanjay Jain & team
Alvin Tan Anand Swaminathan Ashish Gupta Chung Hsu Daisy Wu Dan Fineman Danny Goh Franco Lam Gil Kim James Ellis Jarrod Martin Michelle Chou Teddy Oetomo Thaniya Kevalee Vineet Thodge Ying Ying Yang
Back to top
Back to top
11
Basic Materials
Trina Chen & team
Ami Tantri Minseok Sinn Andrew Shaw Nathan Littlewood Danny Goh Owen Liang Frankie Zhu Paul McTaggart Ivan Szpakowski Poom Suvarnatemee Jeremy Chen Ric Deverell Michael (Ke) Lan Su Tye Chua Michael Shillaker Tom Kendall Michael Slifirski
Conglomerates
Cusson Leung & team
Alvin Tan Annuar Aziz Atul Lele Gerald Wong Jeremy Chen John Sung Joyce Kwock Minseok Sinn Poom Suvarnatemee Sandeep Mathew Sanjay Mookim Teddy Oetomo
Back to top
Back to top
12
Consumer
Karim Salamatian & team
Agus Sandianto Alvin Tan Arnab Mitra Chai Techakumpuch Dian Haryokusumo Ella Nusantoro Gabriel Chan Grant Saligari Isis Wong Jeremy Chen Kevin Yin Larry Gandler Loke Foong Wai Minseok Sinn Sonia Kim Tan Ting Min Thaniya Kevalee Tian Liu Vivian Zhao
Gaming & Lodging
Gabriel Chan & team
Alvin Tan Arnab Mitra Isis Wong Jeremy Chen Joel Simkins Karim Salamatian Kevin Yin Larry Gandler Loke Foong Wai Sonia Kim Thaniya Kevalee Vivian Zhao
Back to top
Back to top
13
Healthcare & Pharmaceuticals
Jinsong Du & team
Anubhav Aggarwal Ella Nusantoro Iris Wang Lefei Sun Sonia Kim Su Tye Chua Thaniya Kevalee
Industrials
Yang Song & team
Alvin Arrogo Amish Shah Atul Lele Danny Goh Gerald Wong Henry Kwon Jeremy Chen Jerry Su Minseok Sinn Qiao Yi Poom Suvarnatemee Su Tye Chua Teddy Oetomo
Back to top
Back to top
14
Infrastructure
Danny Goh & team
Alvin Arrogo Amish Shah Andrew Peros Bradley Clibborn Chai Techakumpuch Davin Wu Ella Nusantoro Jeremy Chen Minseok Sinn Poom Suvarnatemee Qiao Yi Su Tye Chua
Insurance
Arjan van Veen & team
Alvin Tan Anand Swaminathan Andrew Adams Ashish Gupta Chris Esson Chung Hsu Danny Goh Frances Feng Gil Kim John Heagerty Michelle Chou Richard Burden Teddy Oetomo Thaniya Kevalee
Back to top
Back to top
15
Internet
Wallace Cheung & team
Anantha Narayan Archibald Pei Olga Bystrova Jeff Kahng Jennifer Gao Jihong Choi John Pitzer Manish Nigam Sagar Rastogi Su Tye Chua
Oil & Gas
David Hewitt & team
A-hyung Cho Alvin Arrogo Annuar Aziz Edward Westlake Gerald Wong Horace Tse Jeremy Chen Poom Suvarnatemee Sandra McCullagh Sanjay Mookim TingMin Tan Yi Qiao
Back to top
Back to top
16
Power
Edwin Pang & team
Alvin Arrogo TingMin Tan A-hyung Cho Yi Qiao Amish Shah Annuar Aziz David Hewitt Gerald Wong Horace Tse Jeremy Chen Minseok Sinn Sandra McCullagh Thaniya Kevalee
Property
Jinsong Du & Team
Alvin Tan Chai Techakumpuch Chung Hsu Cusson Leung Duo Chen John Lee John Richmond Joyce Kwock Michelle Chou Minseok Sinn Sarah Wang Stephen Rich Teddy Oetomo Tingmin Tan Wenhan Chen Yvonne Voon
Back to top
Back to top
17
Technology/Hardware
Manish Nigam & team
Archibald Pei Michael Kim Irene Wu Pauline Chen Jerry Su Randy Abrams Jimmy Huang Satya Kumar John Pitzer Su Tye Chua John Sung Thompson Wu Josette Chang Vlad Rom Keon Han Wallace Cheung Kevin Chen YT Boon Kulbinder Garcha
Technology/IT Services & Software
Manish Nigam, Anantha Narayan & team
Archibald Pei Jeff Kahng Jihong Choi John Pitzer Olga Bystrova Philip Winslow Sagar Rastogi Wallace Cheung
Back to top
Back to top
18
Technology/Semiconductors
Manish Nigam, Randy Abrams & team
Archibald Pei Jerry Su Jimmy Huang John Pitzer John Sung Keon Han Kevin Chen Michael Kim Ray Kim Satya Kumar
Telecommunication
Colin McCallum & team
Bradley Clibborn Chate Benchavitvilai Jeff Kahng Jihong Choi Loke Foong Wai Sunil Tirumalai
Back to top
Back to top
19
Transportation
Timothy Ross & team
Alvin Tan Annuar Aziz Chai Techakumpuch Davin Wu Gerald Wong Jatin Chawla Jeremy Chen Minseok Sinn Su Tye Chua Teddy Oetomo Thaniya Kevalee
Back to top
20
Credit Strategy
Ray Farris & team
Amlan Roy Harsh Agarwal Andrew Garthwaite Jonathan Wilmot Ashish Agrawal Kasper Bartholdy Bill Papadakis Michael Wan Charles Chang Neal Soss Christiaan Tuntono Robert Prior-Wandesforde Damien Boey Santitarn Sathirathai David Homan Sean Shepley Dong Tao William Porter
Currency & Rates Strategy
Ray Farris & team
Aditya Bagaria Harsh Agarwal Alvise Marino Jonathan Wilmot Amlan Roy Kasper Bartholdy Anezka Christovova Michael Wan Ashish Agrawal Neal Soss Christiaan Tuntono Robert Prior-Wandesforde Damien Boey Santitarn Sathirathai Daniel Katzive Trang Thuy Le Dong Tao William Porter
Back to top
Back to top
21
Economics
Dong Tao & team
Andrew Garthwaite Neal Soss Christiaan Tuntono Ray Farris Damien Boey Robert Prior-Wandesforde Jonathan Wilmot Sakthi Siva Kasper Bartholdy Santitarn Sathirathai Michael Wan Vincent Chan
Equity Strategy
Sakthi Siva & team
Alvin Tan Kin Nang Chik Amlan Roy Liang Zhong Andrew Garthwaite Neelkanth Mishra Ashish Gupta Peggy Chan Atul Lele Randy Abrams Chung Hsu Sanjay Mookim Cusson Leung Stephen Hagger Dan Fineman Tan Ting Min Jeremy Chen Teddy Oetomo John Sung Vincent Chan Jonathan Wilmot William Porter Kenny Lau
Back to top
Back to top
22
Small & Midcap Stocks
Keeny Lau & team
Anantha Narayan Minseok Sinn Chai Techakumpuch Sagar Rastogi Chung Hsu Sonia Kim Ella Nusantoro Su Tye Chua Eva Wang Teddy Oetomo Jeremy Chen Thaniya Kevalee Loke Foong Wai
Quantitative Research
Jahanzeb Naseer & team
Aaron Yoon Joe Lam Adnan Kucukalic Jonathan Tischler Atul Lele Pankaj Patel Chintan Parikh Peter Jabour Heyryung Choi Rujuta Gadgil Hock Leng Ng Rushil Khanna Jane Tai Scott Chessum Jeffery Hoo Shawn Lee Jenice Fung Shiling Guo
Back to top
Back to top