2016 All-Asia Research Team: Malaysia, No. 3: Sean Gardiner, Navin Killa & team

Sean Gardiner, Navin Killa & team

Morgan Stanley

First-place appearances: 0

Total appearances: 2

Team debut: 2015

Morgan Stanley debuted on this roster last year as a runner-up and now rises to No. 3. Hozefa Topiwalla, who oversaw coverage last year, has shifted to research management, and now the firm’s troupe of six researchers tracking Malaysia’s equities is under the guidance ofSean Gardinerin Singapore and Hong Kong–basedNavin Killa。嘉丁纳加入摩根Stanley in January 2000 and co-leads three additional teams this year: those that place first for coverage of Indonesia and Singapore, with Mulya Chandra and Nicholas Lord, respectively; and with Mayank Maheshwari, a runner-up squad on the Thailand lineup. Killa signed on three months after his co-chief and holds a master’s degree in business administration from the Indian Institute of Management, Ahmedabad. He pilots the firm’s telecommunications crew to its third consecutive No. 1 finish on that roster. The Malaysia analysts consider IHH Healthcare among the top companies in their space, assigning its shares an overweight rating and a price objective of 7.40 ringgit. When they added the Kuala Lumpur–headquartered hospitals and medical centers operator to their coverage universe, in October 2014, it was a bargain at 4.77 ringgit, they believed. By late last month IHH’s stock had soared 40.9 percent, to 6.72 ringgit — leading its domestic peers by 45.2 percentage points — and the Morgan Stanley group predicts that management’s expansion plans will deliver additional upside. “They help me understand these markets,” one fund manager sums up.