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 ASEAN that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Five stocks remain, nine new join the fray</li>
<li>Since its inception, it has generated a before-fee total return of 295% versus the MSCI ASEAN's  59%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR methodology
Portfolio changes: Five stocks remain, nine new join the fray
Since its inception, it has generated a before-fee total return of 295% versus the MSCI ASEAN's  59%


<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added into portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 294% versus MSCI ASEAN’s 57%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Four stocks remain, 10 stocks added into portfolio
Since its inception, the portfolio has generated a before-fee total return of 294% versus MSCI ASEAN’s 57%


Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-Indonesia in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on XL Axiata, Solusi Sinergi Digital, Aneka Tambang, Indah Kiat Pulp &amp; Paper, Telkom Indonesia, Bank Mandiri, Surya Esa Perkasa.</li>
</ul>


We analysed the earning revision of component stocks of MS-Indonesia in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on XL Axiata, Solusi Sinergi Digital, Aneka Tambang, Indah Kiat Pulp &amp; Paper, Telkom Indonesia, Bank Mandiri, Surya Esa Perkasa.


MS-Indonesia Index Earning Revision (May): XL Axiata, Solusi Sinergi Digital, Aneka Tambang

ASEAN Insight Provider

Jessica Irene

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

<p>INDO Snippets summarizes on the ground chatter that may have a meaningful impact on the Indonesian equity market. </p>
<p>Today on INDO Snippets:</p>
<ul class="">
<li>New import tariff on 1,147 consumer goods effective today as part of government's effort to defend the currency.</li>
<li>Jokowi's election campaign targets the millennial, #Jokowi2019.</li>
<li>Go-Viet launches in Hanoi, Indonesia's first and biggest Unicorn.</li>
</ul>

INDO Snippets summarizes on the ground chatter that may have a meaningful impact on the Indonesian equity market. 
Today on INDO Snippets:

New import tariff on 1,147 consumer goods effective today as part of government's effort to defend the currency.
Jokowi's election campaign targets the millennial, #Jokowi2019.
Go-Viet launches in Hanoi, Indonesia's first and biggest Unicorn.


INDO Snippets: New Import Tariff, #Jokowi2019, Go-Viet Launch

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<h2>Headlines</h2><ul>
<li>In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units</li>
<li>Personal care appliances continue to be purchased mainly by middle upper income households</li>
<li>Hair care appliances registers the strongest retail volume growth of 3%</li>
<li>Average unit prices increases by 2% in current terms</li>
<li>Procter &amp; Gamble Home Products Indonesia leads the category with a 22% share of volume sales</li>
<li>Over the forecast period personal care appliances set to record a volume CAGR of 3% to approach sales of…</li>
</ul>

Headlines
In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units
Personal care appliances continue to be purchased mainly by middle upper income households
Hair care appliances registers the strongest retail volume growth of 3%
Average unit prices increases by 2% in current terms
Procter &amp; Gamble Home Products Indonesia leads the category with a 22% share of volume sales
Over the forecast period personal care appliances set to record a volume CAGR of 3% to approach sales of…


Sector Capsule: Personal Care Appliances in Indonesia

Indonesia

PT Dharma Satya Nusantara Tbk is an Indonesian agribusiness company primarily engaged in the palm oil and wood products industries. The company cultivates and harvests oil palm plantations, producing and selling palm oil products such as crude palm oil, palm kernel, and palm kernel oil. Additionally, it manufactures various wood products including panels and engineered flooring and doors, and also produces compressed natural gas from palm oil mill effluent and biomass. The company was established on September 29, 1980, and is headquartered in Jakarta, Indonesia.

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Dharma Satya Nusantara (DSNG IJ)

The Stocks to Own in ASEAN – Vol. 53

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

A. Stotz Investment Research

The Stocks to Own in ASEAN – Vol. 52

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

A. Stotz Investment Research

MS-Indonesia Index Earning Revision (May): XL Axiata, Solusi Sinergi Digital, Aneka Tambang

We analyzed MS-Indonesia's consensus for May 2026 and highlighted changes of EPS in XL Axiata (EXCL IJ), Solusi Sinergi Digital (WIFI IJ), Aneka...

Ke Yan, CFA, FRM

INDO Snippets: New Import Tariff, #Jokowi2019, Go-Viet Launch

INDO Snippets summarizes on the ground chatter that may have a meaningful impact on the Indonesian equity market. Today on INDO Snippets: New...

Jessica Irene

Sector Capsule: Personal Care Appliances in Indonesia

Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...

Euromonitor International Ltd.

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