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.

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<p></p><ul><li>The efficiency is very good when looking at the growth in sales relative to the growth in assets</li><li>The company has delivered strong sales growth, which is essential for long-term value creation</li><li>The stock trades at a very attractive valuation</li></ul>

The efficiency is very good when looking at the growth in sales relative to the growth in assetsThe company has delivered strong sales growth, which is essential for long-term value creationThe stock trades at a very attractive valuation

<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 stock trades at a very attractive valuation</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 stock trades at a very attractive valuation

<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>The stock trades at a very attractive valuation</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 assetsThe stock trades at a very attractive valuation

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

<ul>
<li>The reopening story in Thailand is here to stay as this insight brings some on-the-ground observation during the recent long weekend. </li>
<li>
<a href="https://www.smartkarma.com/entities/airports-of-thailand-pcl" target="_blank" data-smartkarma-citation="entities:239:1" rel="noopener">Airports of Thailand (AOT TB)</a> reported an increase in the number of overseas tourists arrival indicating the truthfulness of the tourism recovery in Thailand. </li>
<li>Other beneficiaries include <a href="https://www.smartkarma.com/entities/bangkok-expressway-and-metro-68c0c1b3-af0c-4380-a380-f3dc7ba5d5ac" target="_blank" data-smartkarma-citation="entities:22849:1" rel="noopener">Bangkok Expressway and Metro (BEM TB)</a> , <a href="https://www.smartkarma.com/entities/siam-wellness-group-pcl" target="_blank" data-smartkarma-citation="entities:3765:1" rel="noopener">Siam Wellness Group (SPA TB)</a> , and <a href="https://www.smartkarma.com/entities/thai-beverage-pcl" target="_blank" data-smartkarma-citation="entities:3656:1" rel="noopener">Thai Beverage (THBEV SP)</a> .</li>
</ul>


The reopening story in Thailand is here to stay as this insight brings some on-the-ground observation during the recent long weekend. 

Airports of Thailand (AOT TB) reported an increase in the number of overseas tourists arrival indicating the truthfulness of the tourism recovery in Thailand. 
Other beneficiaries include Bangkok Expressway and Metro (BEM TB) , Siam Wellness Group (SPA TB) , and Thai Beverage (THBEV SP) .


Thailand Reopening: Tourist Traffic Increase Beneficiaries

Thailand

Platinum Group Public Co. Ltd. is a Thailand-based company engaged in real estate development, property rental, hotel operations, and food center operations. The company develops and rents retail space in shopping centers and office spaces, operates hotels such as Novotel Bangkok Platinum Pratunam, and manages food and beverage centers. It was incorporated in 2013 and is headquartered in Bangkok, Thailand.

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Platinum Group (PLAT TB)

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Thailand Reopening: Tourist Traffic Increase Beneficiaries

Chinese zero COVID policy dampens the growth and recovery story, but the travel recovery in South East Asia in Thailand is favored as a holiday...

Henry Soediarko

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