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 is very good at generating consistently positive operating cash flow</li><li>Looking at the balance sheet, the company has very good access to capital to fund growth</li><li>The efficiency is very good when looking at the growth in sales relative to the growth in assets</li></ul>

The company is very good at generating consistently positive operating cash flowLooking at the balance sheet, the company has very good access to capital to fund growthThe efficiency is very good when looking at the growth in sales relative to the growth in assets

<ul><li>The company is very good at generating consistently positive operating cash flow</li><li>Looking at the balance sheet, the company has very good access to capital to fund growth</li><li>The efficiency is good when looking at the growth in sales relative to the growth in assets</li></ul>

The company is very good at generating consistently positive operating cash flowLooking at the balance sheet, the company has very good access to capital to fund growthThe efficiency is good when looking at the growth in sales relative to the growth in assets

<ul><li>The company is excellent at generating consistently positive operating cash flow</li><li>Looking at the balance sheet, the company has excellent access to capital to fund growth</li><li>The efficiency is average when looking at the growth in sales relative to the growth in assets</li></ul>

The company is excellent at generating consistently positive operating cash flowLooking at the balance sheet, the company has excellent access to capital to fund growthThe efficiency is average when looking at the growth in sales relative to the growth in assets

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.

Thematic (Sector/Industry)

<ul><li>Although Asian bourses were able to rebound on the back of tech stocks, alongside the jump in US markets after bond yields decreased, the SET only managed to edge up due to a lack of new factors to boost it.</li><li>Meanwhile, ADVANC and banking stocks fell, and foreign investors kept selling for a third day amid continued thin volume.</li><li>The index has an unclear direction after continuing to swing sideways in a narrow range, but we expect upward movement because it attempted to rise despite facing selling pressure.</li></ul>

Although Asian bourses were able to rebound on the back of tech stocks, alongside the jump in US markets after bond yields decreased, the SET only managed to edge up due to a lack of new factors to boost it.Meanwhile, ADVANC and banking stocks fell, and foreign investors kept selling for a third day amid continued thin volume.The index has an unclear direction after continuing to swing sideways in a narrow range, but we expect upward movement because it attempted to rise despite facing selling pressure.

Technical Analysis - The Trend - Feb 16, 2024

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.

Interesting Stocks to Consider in Thailand

Thailand

Roctec Global Public Company Limited is an ICT service provider specializing in communication systems, data network infrastructure, cybersecurity, and digital display solutions. The company offers a full spectrum of services, including consultation, design, supply, implementation, installation, and maintenance. Established in 1988, its headquarters are in Bangkok, Thailand.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Roctec Global (ROCTEC TB)

Uncovered Thai Stocks: ROCTEC (2Q26)

The company is very good at generating consistently positive operating cash flow Looking at the balance sheet, the company has very good access...

A. Stotz Investment Research

Uncovered Thai Stocks: ROCTEC (4Q25)

The company is very good at generating consistently positive operating cash flow Looking at the balance sheet, the company has very good access...

A. Stotz Investment Research

Uncovered Thai Stocks: ROCTEC (3Q25)

The company is excellent at generating consistently positive operating cash flow Looking at the balance sheet, the company has excellent access...

A. Stotz Investment Research

Technical Analysis - The Trend - Feb 16, 2024

The index has an unclear direction after continuing to swing sideways in a narrow range, but we expect upward movement because it attempted to rise...

Krungthai XSpring

Interesting Stocks to Consider in Thailand

We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...

A. Stotz Investment Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)