Polunin Capital Partners are a long-only emerging markets fund. It runs approximately USD 2.9 bln in AUM, and has a unique investment style which revolves around 'replacement cost' and is applicable only to industrial, output-based companies. The system works by calculating the cost of replacement for a company's output, then measures this in terms of market cap per unit output, which enables companies worldwide in the same sector to be compared.
On behalf of UOB Kay Hian Securities (Thailand), we would like to request information based on list of questions from Polunin Capital Partners. Please see attached file as reference.
UOB Kay Hian has research coverage in six offices across Asia, three sales representative offices in the West (London, New York, Toronto), and the #1 investment banking market share in Singapore. Our Group Chairman, Mr. Wee Cho Yaw, was recently ranked as the #1 billionaire in Singapore according to Forbes. In Thailand, UOB Kay Hian was ranked top ten in Asia Money’s Small Caps Poll for 2010 and moved up the most number of ranks (8 ranks) in overall research coverage in Asia Money 2011