Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Cross Asset Strategy

<ul>
<li>Near the end of the earnings reporting season, our earnings estimate tracker identified 11 robust earnings estimate gainers - with consensus EPS estimates up across 3-month and 6-month time horizons.</li>
<li>Onshore China communications and financials, HK technology, Korean and Singapore financials are the prominent "winner" sectors. Five other ASEAN sectors also figure on the list. </li>
<li>Earlier, in June, we detected 16 "consistent winner" market-sectors. The earnings environment has deteriorated slightly. Of the prominent stocks, Tencent, Hana Financials and DBS Group figure in our Model Portfolio.</li>
</ul>


Near the end of the earnings reporting season, our earnings estimate tracker identified 11 robust earnings estimate gainers - with consensus EPS estimates up across 3-month and 6-month time horizons.
Onshore China communications and financials, HK technology, Korean and Singapore financials are the prominent "winner" sectors. Five other ASEAN sectors also figure on the list. 
Earlier, in June, we detected 16 "consistent winner" market-sectors. The earnings environment has deteriorated slightly. Of the prominent stocks, Tencent, Hana Financials and DBS Group figure in our Model Portfolio.


Asian Equities: Eleven Robust Earnings Gainers Post Reporting Season

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.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Five stocks remain, nine stocks added into portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 264% versus MSCI ASEAN’s 46%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Five stocks remain, nine stocks added into portfolio
Since its inception, the portfolio has generated a before-fee total return of 264% versus MSCI ASEAN’s 46%


<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Three stocks remain, 11 new join the fray</li>
<li>Since inception, it has gained 73% versus the SET 100 Index’s return of 10%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Three stocks remain, 11 new join the fray
Since inception, it has gained 73% versus the SET 100 Index’s return of 10%


The Stocks to Own in Thailand – Vol. 49

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added into the portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 223% versus MSCI ASEAN’s 30%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Four stocks remain, 10 stocks added into the portfolio
Since its inception, the portfolio has generated a before-fee total return of 223% versus MSCI ASEAN’s 30%


<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 91% versus the SET 100 Index’s return of 7%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight new join the fray
Since inception, it has gained 91% versus the SET 100 Index’s return of 7%


The Stocks to Own in Thailand – Vol. 48

Thailand

Charoen Pokphand Foods operates a vertically integrated agro-industrial and food business, encompassing animal feed production, commercial animal breeding, farm operations, and manufacturing of food and ready-to-eat products. The company's key products include animal feed, livestock (swine, broiler, layer, duck), aquaculture (shrimp, fish), and various processed meat and food items. Headquartered in Bangkok, Thailand, the company was founded in 1978.

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52-week Range	0.00 - 0.00
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Charoen Pokphand Foods (CPF TB)

Asian Equities: Eleven Robust Earnings Gainers Post Reporting Season

Eleven sectors show robust earnings estimate gains, with CN communications, HK technology, Korean & SGP financials leading the way. Tencent, Hana...

Manishi Raychaudhuri

The Stocks to Own in ASEAN – Vol. 51

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 49

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...

A. Stotz Investment Research

The Stocks to Own in ASEAN – Vol. 50

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 48

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asian Equities: Eleven Robust Earnings Gainers Post Reporting Season

​Eleven sectors show robust earnings estimate gains, with CN communications, HK technology, Korean & SGP financials leading the way. Tencent, Hana...

Manishi Raychaudhuri

The Stocks to Own in ASEAN – Vol. 51

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 49

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...

A. Stotz Investment Research

The Stocks to Own in ASEAN – Vol. 50

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 48

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

Eleven sectors show robust earnings estimate gains, with CN communications, HK technology, Korean & SGP financials leading the way. Tencent, Hana...