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 stocks added into portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 333% versus MSCI ASEAN’s 83%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Five stocks remain, nine stocks added into portfolio
Since its inception, the portfolio has generated a before-fee total return of 333% versus MSCI ASEAN’s 83%


SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

Singapore Telecommunications / Equity Bottom-Up

<ul><li>GXS Bank's acquisition of Validus Group's Singapore business enhances its credit offerings for MSMEs, including supply chain financing.</li><li>GXS leverages AI and ecosystem data from Grab and Singtel to assess creditworthiness and improve credit access.</li><li>GXS Bank's ecosystem strategy includes embedding financial services in digital touchpoints and expanding partnerships for sustainable growth.</li></ul>

GXS Bank's acquisition of Validus Group's Singapore business enhances its credit offerings for MSMEs, including supply chain financing.GXS leverages AI and ecosystem data from Grab and Singtel to assess creditworthiness and improve credit access.GXS Bank's ecosystem strategy includes embedding financial services in digital touchpoints and expanding partnerships for sustainable growth.

10 in 10 with GXS Bank - The Strategy Behind a Digital-First Bank

<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Four stocks remain, 10 new join the fray</li>
<li>Since its inception, it has generated a before-fee total return of 332% versus the MSCI Asia ex Japan of 216%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Four stocks remain, 10 new join the fray
Since its inception, it has generated a before-fee total return of 332% versus the MSCI Asia ex Japan of 216%


Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>Frasers has expanded its Orchard Road presence by acquiring an entertainment enclave for $138 million.</li><li>GIC and Equinix are selling Tokyo data centers to Keppel DC REIT for a substantial $1.2 billion.</li><li>KKR and Singtel have completed a $10.9 billion buyout of STT GDC, backed by a $3.9 billion green loan.</li></ul>

Frasers has expanded its Orchard Road presence by acquiring an entertainment enclave for $138 million.GIC and Equinix are selling Tokyo data centers to Keppel DC REIT for a substantial $1.2 billion.KKR and Singtel have completed a $10.9 billion buyout of STT GDC, backed by a $3.9 billion green loan.

Asia Real Estate Tracker (02-Sep-2026): Frasers buys $138M entertainment site on Orchard Road.

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul>
<li>RHB and DBS maintain 'neutral' outlook on Wilmar despite strong 2QFY2026 results.</li>
<li>Analysts remain optimistic about Frencken's outlook for the strong second half.</li>
<li>Analysts remain optimistic on Singtel after 1QFY2027 earnings exceeded forecasts.</li>
</ul>


RHB and DBS maintain 'neutral' outlook on Wilmar despite strong 2QFY2026 results.
Analysts remain optimistic about Frencken's outlook for the strong second half.
Analysts remain optimistic on Singtel after 1QFY2027 earnings exceeded forecasts.


Singapore Market Roundup (14-Aug-2026): RHB and DBS keep 'neutral' stance on Wilmar after strong

Singapore

Singapore Telecommunications is Asia's leading communications technology group, providing next-generation communication, 5G, technology services, and infotainment to consumers and businesses. It offers mobile, broadband, TV, fixed-line telephony, IT and network services, data centers, managed cloud, IoT, and cybersecurity solutions. The company is headquartered in Singapore and was founded in 1879.

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

Singapore Telecommunications (ST SP)

The Stocks to Own in ASEAN – Vol. 56

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain; nine stocks were...

A. Stotz Investment Research

10 in 10 with GXS Bank - The Strategy Behind a Digital-First Bank

GXS Bank's acquisition of Validus Group's Singapore business enhances its credit offerings for MSMEs, including supply chain financing. GXS...

Singapore Exchange Ltd (SGX)

The Stocks to Own in Asia – Vol. 54

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, 10 new join the fray.

A. Stotz Investment Research

Asia Real Estate Tracker (02-Sep-2026): Frasers buys $138M entertainment site on Orchard Road.

Frasers expands on Orchard Road for $138M, GIC and Equinix sell Tokyo data centers for $1.2B, and KKR and Singtel finalize a $10.9B buyout of STT GDC.

Asia Real Estate Tracker

Singapore Market Roundup (14-Aug-2026): RHB and DBS keep 'neutral' stance on Wilmar after strong

RHB and DBS keep a 'neutral' outlook on Wilmar despite strong 2QFY2026 results, while analysts are optimistic about Frencken and Singtel's earnings.

Singapore Market Roundup

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)