CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Equity Bottom-Up

Advanced Information Technology / Equity Bottom-Up

<ul><li>Its competitive strategy appears excellent based on the gross profit margin</li><li>The company is very good at generating consistently positive operating cash flow</li><li>Looking at the balance sheet, the company has very good access to capital to fund growth</li></ul>

Its competitive strategy appears excellent based on the gross profit marginThe company is very good at generating consistently positive operating cash flowLooking at the balance sheet, the company has very good access to capital to fund growth

<ul><li>Looking at the balance sheet, the company has very good access to capital to fund growth</li><li>Its competitive strategy appears excellent based on the gross profit margin</li><li>The company is very good at generating consistently positive operating cash flow</li></ul>

Looking at the balance sheet, the company has very good access to capital to fund growthIts competitive strategy appears excellent based on the gross profit marginThe company is very good at generating consistently positive operating cash flow

<ul><li>Looking at the balance sheet, the company has excellent access to capital to fund growth</li><li>The company is excellent at generating consistently positive operating cash flow</li><li>Its competitive strategy appears excellent based on the gross profit margin</li></ul>

Looking at the balance sheet, the company has excellent access to capital to fund growthThe company is excellent at generating consistently positive operating cash flowIts competitive strategy appears excellent based on the gross profit margin

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

Last year, ICN turned out to be one of the best performing IPOs in Thailand =&gt; <a href="https://www.smartkarma.com/insights/ipo-radar-icn-nokia-siemens-best-buddy" target="_blank" data-smartkarma-citation="insights:12628">IPO Radar: ICN, Nokia Siemens' Best Buddy</a>. They are simply one of many in this segment. In this review, we highlight one of Thailand's most volatile (and in some cases, most expensive) sectors. In fact, the word contractor, when applied to the local players, is a bit misleading, since most of them are subcontractorsto foreign technology leaders, and their work is labor-oriented in full-scale network deployment…

Last year, ICN turned out to be one of the best performing IPOs in Thailand =&gt; IPO Radar: ICN, Nokia Siemens' Best Buddy. They are simply one of many in this segment. In this review, we highlight one of Thailand's most volatile (and in some cases, most expensive) sectors. In fact, the word contractor, when applied to the local players, is a bit misleading, since most of them are subcontractorsto foreign technology leaders, and their work is labor-oriented in full-scale network deployment…

Telecom Review (August 2018): The Connected World of Thai Network Contractors

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Thailand

Advanced Information Technology Public Company Limited provides integrated information and communication technology (ICT) services and solutions. The company specializes in designing, installing, and maintaining computer systems and communication networks, offering turnkey projects that include hardware, software, and network equipment. Headquartered in Bangkok, Thailand, the company was founded in 1992.

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Advanced Information Technology (AIT TB)

Uncovered Thai Stocks: AIT (2Q26)

Its competitive strategy appears excellent based on the gross profit margin The company is very good at generating consistently positive...

A. Stotz Investment Research

Uncovered Thai Stocks: AIT (1Q26)

Looking at the balance sheet, the company has very good access to capital to fund growth Its competitive strategy appears excellent based on the...

A. Stotz Investment Research

Uncovered Thai Stocks: AIT (3Q25)

Looking at the balance sheet, the company has excellent access to capital to fund growth The company is excellent at generating consistently...

A. Stotz Investment Research

Telecom Review (August 2018): The Connected World of Thai Network Contractors

Last year, ICN turned out to be one of the best performing IPOs in Thailand => IPO Radar: ICN, Nokia Siemens' Best Buddy. They are simply one of...

Athaporn Arayasantiparb, CFA

EB on Open Source & Investing

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...

Athaporn Arayasantiparb, CFA

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