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 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 112% versus the SET 100 Index’s return of 55%</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 112% versus the SET 100 Index’s return of 55%


The Stocks to Own in Thailand – Vol. 53

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: five stocks remain, nine new join the fray</li>
<li>Since inception, it has gained 97% versus the SET 100 Index’s return of 43%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: five stocks remain, nine new join the fray
Since inception, it has gained 97% versus the SET 100 Index’s return of 43%


The Stocks to Own in Thailand – Vol. 52

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>The SET Index is expected to trade sideways today, with resistance at 1,425/1,440 points and support at 1,406/1,387 points.</li><li>US equities were volatile but eventually closed in negative territory (S&amp;P 500 -0.33%, NASDAQ -0.59%).</li><li>MSCI announced its quarterly index review. For the MSCI Global Small Cap Index, there were no additions, while one stock was removed: CPAXT.</li></ul>

The SET Index is expected to trade sideways today, with resistance at 1,425/1,440 points and support at 1,406/1,387 points.US equities were volatile but eventually closed in negative territory (S&amp;P 500 -0.33%, NASDAQ -0.59%).MSCI announced its quarterly index review. For the MSCI Global Small Cap Index, there were no additions, while one stock was removed: CPAXT.

Krungthai XSpring Zoom Eng. February 11, 2026

<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 72% versus the SET 100 Index’s return of 23%</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 72% versus the SET 100 Index’s return of 23%


The Stocks to Own in Thailand – Vol. 51

<ul><li>US equities rebounded on Friday (S&amp;P 500 +0.98%, NASDAQ +0.88%), supported by comments from John Williams, President of the New York Fed, who signaled support for rate cuts.</li><li>The SET Index is expected to attempt a rebound today, with the support at 1,250 / 1,235 points and the resistance at 1,263 / 1,273 points.</li><li>We recommend gradually accumulating large-cap names such as ADVANC, GULF, SCB, PTTEP, and BDMS.</li></ul>

US equities rebounded on Friday (S&amp;P 500 +0.98%, NASDAQ +0.88%), supported by comments from John Williams, President of the New York Fed, who signaled support for rate cuts.The SET Index is expected to attempt a rebound today, with the support at 1,250 / 1,235 points and the resistance at 1,263 / 1,273 points.We recommend gradually accumulating large-cap names such as ADVANC, GULF, SCB, PTTEP, and BDMS.

Krungthai XSpring Zoom Eng. November 24, 2025

Thailand

Jasmine Telecom Systems PCL provides a wide range of telecommunications services and equipment. The Company leases submarine fiber optic cable network and provides satellite telecommunications,  Internet and satellite-based mobile communications services. Jasmine also supplies, designs, and installs telecommunication and computer networks, including other peripheral equipment.

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Jasmine Telecom Systems (JTS TB)

The Stocks to Own in Thailand – Vol. 53

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 Thailand – Vol. 52

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

A. Stotz Investment Research

Krungthai XSpring Zoom Eng. February 11, 2026

MSCI announced its quarterly index review. For the MSCI Global Small Cap Index, there were no additions, while one stock was removed: CPAXT.

Krungthai XSpring

The Stocks to Own in Thailand – Vol. 51

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

Krungthai XSpring Zoom Eng. November 24, 2025

US equities rebounded on Friday (S&P 500 +0.98%, NASDAQ +0.88%), supported by comments from John Williams, President of the New York Fed, who...

Krungthai XSpring

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52-week Range

Market Cap (USDm)

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