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: Five stock remains, nine stocks added into portfolio</li>
<li>Since its inception, it has generated a before-fee total return of 193% versus the MSCI Asia ex Japan of 89%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Five stock remains, nine stocks added into portfolio
Since its inception, it has generated a before-fee total return of 193% versus the MSCI Asia ex Japan of 89%


Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Nov 15th which has an aggregated short interest worth USD4.1bn.</li>
<li>We tabulate league table 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 Korzinc, Posco, Alteogen, Doosan Enerbility .</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Nov 15th which has an aggregated short interest worth USD4.1bn.
We tabulate league table 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 Korzinc, Posco, Alteogen, Doosan Enerbility .


KRX Short Interest Weekly (Nov 15th): Korzinc, Posco, Alteogen, Doosan Enerbility

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Korea Exchange (KRX) plans to make special changes to the Korea Value-Up Index constituents on 20 December.</li>
<li>We believe that following five stocks are likely inclusions in the Korea Value Up index rebalance on 20 December (KB Financial, Hana Financial, SK Telecom, KT Corp, and LG Electronics).</li>
<li>The new companies that will be included in the Korea Value-Up Index include companies that provide detailed corporate value up plans by 6 December.</li>
</ul>


Korea Exchange (KRX) plans to make special changes to the Korea Value-Up Index constituents on 20 December.
We believe that following five stocks are likely inclusions in the Korea Value Up index rebalance on 20 December (KB Financial, Hana Financial, SK Telecom, KT Corp, and LG Electronics).
The new companies that will be included in the Korea Value-Up Index include companies that provide detailed corporate value up plans by 6 December.


Korea Value Up Index Rebalance on 20 December

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Nov 8th which has an aggregated holding worth USD514.4bn.</li>
<li>We estimate that foreign flows to be inflows of USD14mln. We tabulate the league table 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 Sk Hynix, Samsung Electronics, Samsung SDI, Hyundai Motor.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Nov 8th which has an aggregated holding worth USD514.4bn.
We estimate that foreign flows to be inflows of USD14mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Sk Hynix, Samsung Electronics, Samsung SDI, Hyundai Motor.


KRX Foreign Holding Weekly (Nov 8th): Sk Hynix, Samsung Electronics, Samsung SDI, Hyundai Motor

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Nov 1st which has an aggregated holding worth USD507.9bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,513mln. We tabulate the league table 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 Apr, Korzinc, Samsung Electronics, Hyundai Motor.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Nov 1st which has an aggregated holding worth USD507.9bn.
We estimate that foreign flows to be outflows of USD1,513mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Apr, Korzinc, Samsung Electronics, Hyundai Motor.


KRX Foreign Holding Weekly (Nov 1st): Apr, Korzinc, Samsung Electronics, Hyundai Motor

South Korea

KT Corporation provides telecommunication services including local, long distance, and international calling, satellite communication, data transmission, and wireless telephone services in South Korea.  The Company also offers network portal and high-speed Internet access services using asymmetric digital subscriber lines (ADSLs).

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KT Corp (030200 KS)

The Stocks to Own in Asia – Vol. 47

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

A. Stotz Investment Research

KRX Short Interest Weekly (Nov 15th): Korzinc, Posco, Alteogen, Doosan Enerbility

We analyzed KRX short interest report for the past week and highlighted short interest changes in Korzinc, Posco, Alteogen, Doosan Enerbility.

Ke Yan, CFA, FRM

Korea Value Up Index Rebalance on 20 December

We believe that following five stocks are likely inclusions in the Korea Value Up index rebalance on 20 December (KB Financial, Hana Financial, SK...

Douglas Kim

KRX Foreign Holding Weekly (Nov 8th): Sk Hynix, Samsung Electronics, Samsung SDI, Hyundai Motor

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Sk Hynix, Samsung Electronics, Samsung SDI,...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Nov 1st): Apr, Korzinc, Samsung Electronics, Hyundai Motor

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Apr, Korzinc, Samsung Electronics, Hyundai Motor.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)