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.

Equity Bottom-Up

<ul><li>The company has delivered strong sales growth, which is essential for long-term value creation</li><li>The efficiency is very good when looking at the growth in sales relative to the growth in assets</li><li>The company is very good at generating consistently positive operating cash flow</li></ul>

The company has delivered strong sales growth, which is essential for long-term value creationThe efficiency is very good when looking at the growth in sales relative to the growth in assetsThe company is very good at generating consistently positive operating cash flow

<p></p><ul><li>The company has delivered strong sales growth, which is essential for long-term value creation</li><li>The efficiency is very good when looking at the growth in sales relative to the growth in assets</li><li>The company is very good at generating consistently positive operating cash flow</li></ul>

<ul><li>The company has delivered strong sales growth, which is essential for long-term value creation</li><li>The efficiency is very good when looking at the growth in sales relative to the growth in assets</li><li>Its competitive strategy appears solid based on the gross profit margin</li></ul>

The company has delivered strong sales growth, which is essential for long-term value creationThe efficiency is very good when looking at the growth in sales relative to the growth in assetsIts competitive strategy appears solid based on the gross profit margin

<ul><li>The company has delivered excellent sales growth, which is essential for long-term value creation</li><li>The efficiency is excellent when looking at the growth in sales relative to the growth in assets</li><li>Looking at the balance sheet, the company has average access to capital to fund growth</li></ul>

The company has delivered excellent sales growth, which is essential for long-term value creationThe efficiency is excellent when looking at the growth in sales relative to the growth in assetsLooking at the balance sheet, the company has average access to capital to fund growth

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.

Cross Asset Strategy

<ul><li>Technically, the SET Index is expected to move sideways, with the support at 1,330/1,320 points and the resistance at 1,345/1,352 points (10-day EMA).</li><li>We concur with the consensus view that the ECB may cut the policy interest rate by 0.25% to 4.25% (from 4.50%) at the meeting on June 6.</li><li>The index is expected to move sideways because we believe it has absorbed the selling force and is waiting for a reversal signal; hence, we recommend holding cash.</li></ul>

Technically, the SET Index is expected to move sideways, with the support at 1,330/1,320 points and the resistance at 1,345/1,352 points (10-day EMA).We concur with the consensus view that the ECB may cut the policy interest rate by 0.25% to 4.25% (from 4.50%) at the meeting on June 6.The index is expected to move sideways because we believe it has absorbed the selling force and is waiting for a reversal signal; hence, we recommend holding cash.

Keep a Close Watch on Interest Rate Cut Trend From ECB Meeting

Thailand

KT Medical Service Public Company Limited is a healthcare services provider specializing in operating hemodialysis centers across Thailand. The company also designs, assembles, installs, and maintains water purification systems for hemodialysis, manufactures and distributes hemodialysis concentrate, and offers engineering and maintenance services for medical facilities. Established in 2015, the company is headquartered in Bangkok, Thailand.

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KT Medical Service (KTMS TB)

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Keep a Close Watch on Interest Rate Cut Trend From ECB Meeting

Technically, the SET Index is expected to move sideways, with the support at 1,330/1,320 points and the resistance at 1,345/1,352 points (10-day...

Krungthai XSpring

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