CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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Equity Bottom-Up

China Sunsine Chemical Holdings Ltd / Equity Bottom-Up

<ul><li>Sales on an upcycle trend, solid short-term sales momentum, and cheap on a core profit basis relative to its sector</li><li>CSSC is ranked no. 1 in the world for production of rubber accelerator chemicals; current favorable pricing environment supports profit margin</li><li>Ongoing capacity expansion, thanks to firm demand from the Chinese auto sector, is boosting growth</li><li>Current price-to-earnings looks undemanding and the company has a solid net-cash position</li><li>Risk: Unanticipated price weakness in chemicals</li></ul><p><em>* Consensus Estimates</em></p>

Sales on an upcycle trend, solid short-term sales momentum, and cheap on a core profit basis relative to its sectorCSSC is ranked no. 1 in the world for production of rubber accelerator chemicals; current favorable pricing environment supports profit marginOngoing capacity expansion, thanks to firm demand from the Chinese auto sector, is boosting growthCurrent price-to-earnings looks undemanding and the company has a solid net-cash positionRisk: Unanticipated price weakness in chemicals* Consensus Estimates

CSSC: Supplying the World’s Top Tire Makers

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

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Equity Sectors Booked Gains Across the Board in October

Sector Plays in a Rising Interest Rate Environment

SGX’s 20 Biggest China-Related Enterprises Returned 39.8% in YTD

China-Focused Materials Stocks Led Sector’s YTD Gains

Singapore

China Sunsine Chemical Holdings Limited produces rubber chemicals, primarily rubber accelerators and other related rubber chemicals such as anti-scorching agents.

China Sunsine Chemical Holdings Ltd (CSSC SP)

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CSSC: Supplying the World’s Top Tire Makers

Sales on an upcycle trend, solid short-term sales momentum, and cheap on a core profit basis relative to its sector CSSC is ranked no. 1 in the...

A. Stotz Investment Research

Equity Sectors Booked Gains Across the Board in October

Singapore Exchange Ltd (SGX)

Sector Plays in a Rising Interest Rate Environment

Singapore Exchange Ltd (SGX)

SGX’s 20 Biggest China-Related Enterprises Returned 39.8% in YTD

Singapore Exchange Ltd (SGX)

China-Focused Materials Stocks Led Sector’s YTD Gains

Singapore Exchange Ltd (SGX)