CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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<ul><li>Relatively strong analyst recommendation and low correlation with Western stock markets relative to its sector</li><li>SPCG has raised its goal for the solar roof business by 30% from last year with good prospects to achieve it based on growth and gov’t support</li><li>Revenue should also grow from a 30MW project starting commercial operations in April and the 480MW in Ukujima, Japan, involving construction and operation, which should start contributing in 2019</li><li>SPCG is attractive at 2018CE* 13.4% ROE/PB versus Thai Utilities at 7.9% and offers a nice 5% dividend yield</li><li>Risk: Limited growth opportunities with only one planned project</li></ul>* Consensus Estimates

Relatively strong analyst recommendation and low correlation with Western stock markets relative to its sectorSPCG has raised its goal for the solar roof business by 30% from last year with good prospects to achieve it based on growth and gov’t supportRevenue should also grow from a 30MW project starting commercial operations in April and the 480MW in Ukujima, Japan, involving construction and operation, which should start contributing in 2019SPCG is attractive at 2018CE* 13.4% ROE/PB versus Thai Utilities at 7.9% and offers a nice 5% dividend yieldRisk: Limited growth opportunities with only one planned project* Consensus Estimates

SPCG: New Projects in Japan to Drive Growth

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer will stretch between February to around May. We are not saying every stock in this article is a buy. What we're saying is that for them, summer usually acts as an important sales catalyst or at least a time when they gain attention from investors yo. The rainy season, which starts in late May and goes all the way to October, is by far the country's…

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer will stretch between February to around May. We are not saying every stock in this article is a buy. What we're saying is that for them, summer usually acts as an important sales catalyst or at least a time when they gain attention from investors yo. The rainy season, which starts in late May and goes all the way to October, is by far the country's…

Thailand

SPCG PCL is an alternative energy company that is developing solar farms.  The Company is developing solar farms located in the Northeastern region of Thailand.

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SPCG PCL (SPCG TB)

SPCG: New Projects in Japan to Drive Growth

Relatively strong analyst recommendation and low correlation with Western stock markets relative to its sector SPCG has raised its goal for the...

A. Stotz Investment Research

This Ain't Winterfell, Summer Is Coming!

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...

Athaporn Arayasantiparb, CFA

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