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: Three stocks remain, 11 new join the fray</li>
<li>Since its inception, it has generated a before-fee total return of 326% versus the MSCI Asia ex Japan of 227%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Three stocks remain, 11 new join the fray
Since its inception, it has generated a before-fee total return of 326% versus the MSCI Asia ex Japan of 227%


Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Higher base oils output in Japan and Brazil added to signs that refiners maintained firm production levels despite pressure to prioritise motor fuels.</li><li>Europe entered the supply-disruption period with elevated availability of all base oils grades, with steady US flows and strong Netherlands output pointing to Group II availability remaining adequate through Q2.</li><li>US base oils supply rebounded in March, but demand rose even faster, leaving inventories unusually low and reducing the buffer against any additional supply disruption.</li></ul>

Higher base oils output in Japan and Brazil added to signs that refiners maintained firm production levels despite pressure to prioritise motor fuels.Europe entered the supply-disruption period with elevated availability of all base oils grades, with steady US flows and strong Netherlands output pointing to Group II availability remaining adequate through Q2.US base oils supply rebounded in March, but demand rose even faster, leaving inventories unusually low and reducing the buffer against any additional supply disruption.

Base Oils and Lubricants: Weekly Global Market Review - 4 June '26

<ul><li>Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia.</li><li>Taiwan’s base oils exports rose in second-half May from the first half, with total May volumes likely exceeding April levels but still lagging March.</li><li>Large cargo set to load from South Korea in early June; size of shipment pointed to US Gulf coast as the likely destination.</li></ul>

Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia.Taiwan’s base oils exports rose in second-half May from the first half, with total May volumes likely exceeding April levels but still lagging March.Large cargo set to load from South Korea in early June; size of shipment pointed to US Gulf coast as the likely destination.

Global Base Oils Cargo Flows: Week To 29 May

<ul><li>Signs of easing supply tightness emerged across Asia as crude prices extended their decline, encouraging buyers to hold back.</li><li>South Korea and India maintained high base oils run-rates in April despite global disruptions and pressure to prioritise diesel output, supporting steady regional supply.</li><li>China’s high domestic base oils output curbed import demand, while stronger lubricants exports increased volumes in external markets.</li></ul>

Signs of easing supply tightness emerged across Asia as crude prices extended their decline, encouraging buyers to hold back.South Korea and India maintained high base oils run-rates in April despite global disruptions and pressure to prioritise diesel output, supporting steady regional supply.China’s high domestic base oils output curbed import demand, while stronger lubricants exports increased volumes in external markets.

Base Oils and Lubricants: Weekly Global Market Review - 29 May '26

<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: All 10 stocks have changed in the portfolio</li>
<li>Since inception, it has gained 121% versus the CSI 300 Index’s return of 112%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR methodology
Portfolio changes: All 10 stocks have changed in the portfolio
Since inception, it has gained 121% versus the CSI 300 Index’s return of 112%


China

PetroChina Company Limited operates as an oil and gas company. The Company offers crude oil and oil products exploration, development, production and marketing. PetroChina also markets petrochemical products and derivative chemicals.

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PetroChina (601857 CH)

The Stocks to Own in Asia – Vol. 53

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, 11 new join the...

A. Stotz Investment Research

Base Oils and Lubricants: Weekly Global Market Review - 4 June '26

Higher base oils output in Japan and Brazil added to signs that refiners maintained firm production levels despite pressure to prioritise motor...

Base Oil News

Global Base Oils Cargo Flows: Week To 29 May

Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia. Taiwan’s base...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 29 May '26

Signs of easing supply tightness emerged across Asia as crude prices extended their decline, encouraging buyers to hold back. South Korea and...

Base Oil News

The Stocks to Own in China – Vol. 40

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: All 10 stocks have changed.

A. Stotz Investment Research

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52-week Range

Market Cap (USDm)

P/E

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