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Stephen Hagger,
Ting Min Tan
& team
Credit Suisse
"Few houses have the diversity and quality of coverage across all sectors that Credit Suisse has."
Leading the lineup for a third year in a row is Credit Suisse’s five-member crew co-headed by Stephen Hagger, 49, and Ting Min Tan, 44. The researchers, who work out of Kuala Lumpur, track 45 stocks with “an unparalleled knowledge base of all things Malaysian and an exceptional track record in providing meaningful investment advice,” proclaims one Singapore-based portfolio manager. Currently, their guidance favors two Kuala Lumpur–based real estate companies: Pavilion Real Estate Investment Trust, initiated rated in January 2012 as outperform, at 0.99 ringgit, on the retail REIT’s increasing dividends from a growing portfolio of income-producing properties; and UEM Land Holdings, on which they assumed coverage in October 2012 with an outperform, at 1.93 ringgit, because of rising demand and prices in the Iskandar region bordering Singapore. By the end of April 2013, Pavilion’s stock had soared 61.6 percent, to 1.60 ringgit, and outperformed Malaysia’s broad market by 52.4 percentage points; and UEM shares had bolted 30.1 percent, to 2.51 ringgit, and beat the market by 26.4 percentage points. “Their calls on developers exposed to the strengthening economic ties between Malaysia and Singapore were spot-on,” hails one portfolio manager in London. — Ben Mattlin