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 Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Four stock remains, and 10 new join the fray</li>
<li>Since its inception, the portfolio has gained 80% versus MSCI Asia ex Japan's 63%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Four stock remains, and 10 new join the fray
Since its inception, the portfolio has gained 80% versus MSCI Asia ex Japan's 63%


Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 24th. The aggregated holding was USD2,123.7bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,385mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology, Nan Ya Plastics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 24th. The aggregated holding was USD2,123.7bn.
We estimate that foreign flows to be outflows of USD1,385mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology, Nan Ya Plastics.


TWSE Foreign Holding Weekly (Jul 24th): TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jul 24th. The aggregated short interest was USD43.1bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Shin Kong Financial, Nanya Technology, BizLink, ASE Industrial, UMC.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jul 24th. The aggregated short interest was USD43.1bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Shin Kong Financial, Nanya Technology, BizLink, ASE Industrial, UMC.


TWSE Short Interest Weekly (Jul 24th): Shin Kong Financial, Nanya Technology, BizLink, UMC

<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Five stock remains, and nine new join the fray</li>
<li>Since its inception, the portfolio has gained 75% versus MSCI Asia ex Japan's 64%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Five stock remains, and nine new join the fray
Since its inception, the portfolio has gained 75% versus MSCI Asia ex Japan's 64%


DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 17th. The aggregated holding was USD2,069.7bn.</li>
<li>We estimate that foreign flows to be outflows of USD5,447mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in TSMC, Nan Ya Plastics, Unimicron Technology, Nanya Technology, Delta Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 17th. The aggregated holding was USD2,069.7bn.
We estimate that foreign flows to be outflows of USD5,447mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Nan Ya Plastics, Unimicron Technology, Nanya Technology, Delta Electronics.


TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology

Taiwan

Evergreen Marine Corp. (Taiwan) Ltd. transports freight by ships. The Company operates container ships to move freight throughout the world. Evergreen Marine has interests in terminals, airline operations and motor freight transportation, as well as container manufacturing.

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Evergreen Marine Corp (2603 TT)

The Stocks to Own in Asia – Vol. 37

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...

A. Stotz Investment Research

TWSE Foreign Holding Weekly (Jul 24th): TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Wistron, Hon Hai Precision, Zhen Ding...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jul 24th): Shin Kong Financial, Nanya Technology, BizLink, UMC

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Nanya Technology, BizLink,...

Ke Yan, CFA, FRM

The Stocks to Own in Asia – Vol. 36

We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...

A. Stotz Investment Research

TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Nan Ya Plastics, Unimicron Technology,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)