Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Strategically, range trade <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a>. Sell large pops, buy large declines. Big picture this big buyback  doesn't change very much at all on a net basis.</li>
<li>
<a href="https://www.smartkarma.com/entities/legend-holdings-corporation-class-h" target="_blank" data-smartkarma-citation="entities:517:1" rel="noopener">Legend Holdings (3396 HK)</a>(finally) sees a decent move. The positive profit alert issued no doubt nudge things along nicely. </li>
<li>Post sale to Heidelberg, how much, if any, will the market re-rate <a href="https://www.smartkarma.com/entities/maas-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:33520:1" rel="noopener">MAAS Group Holdings (MGH AU)</a> as an infrastructure/ "AI-enabler" rather than a contractor currently?</li>
</ul>


Strategically, range trade Seven &amp; I Holdings (3382 JP). Sell large pops, buy large declines. Big picture this big buyback  doesn't change very much at all on a net basis.

Legend Holdings (3396 HK)(finally) sees a decent move. The positive profit alert issued no doubt nudge things along nicely. 
Post sale to Heidelberg, how much, if any, will the market re-rate MAAS Group Holdings (MGH AU) as an infrastructure/ "AI-enabler" rather than a contractor currently?


Last Week In Event SPACE: Seven & I, Legend Holdings, MAAS, Lynas Corp

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 upon our FVMR Methodology</li>
<li>Portfolio changes: Four stocks remain, 10 new join the fray</li>
<li>Since inception, it has gained 118% versus the SET 100 Index’s return of 38%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology
Portfolio changes: Four stocks remain, 10 new join the fray
Since inception, it has gained 118% versus the SET 100 Index’s return of 38%


The Stocks to Own in Thailand – Vol. 37

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology</li>
<li>Portfolio changes: Three stocks remain, 11 new join the fray</li>
<li>Since inception, it has gained 95% versus the SET 100 Index’s return of 36%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology
Portfolio changes: Three stocks remain, 11 new join the fray
Since inception, it has gained 95% versus the SET 100 Index’s return of 36%


The Stocks to Own in Thailand – Vol. 36

We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or some combination thereof.

We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or some combination thereof.

The Stocks to Own in Thailand – Vol. 34

The Stocks to Own in Thailand – Vol. 33

Thailand

Polyplex (Thailand) Public Company Limited manufactures and distributes a broad portfolio of specialty plastic film products, including polyester (BOPET), bi-oriented polypropylene (BOPP), cast polypropylene (CPP), metalized, and silicone-coated films. These products serve diverse end-use sectors such as flexible packaging, electrical, industrial, and pressure-sensitive labels. The company was established in 2002 and is headquartered in Bangkok, Thailand.

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Polyplex (Thailand) (PTL TB)

Last Week In Event SPACE: Seven & I, Legend Holdings, MAAS, Lynas Corp

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

The Stocks to Own in Thailand – Vol. 37

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, and 10 new...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 36

We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 34

Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 33

Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...

A. Stotz Investment Research

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