In today’s briefing:
- Sohn Tokyo Preview: TriVista’s Masaki Gotoh – What Traditional Stock Pickers Often Miss, and More
- AUCTUS ON FRIDAY – 28.08.2026
- Korea Sector ETFs Weekly #3 [Week Ending 28 August 2026]
- Palm Oil Sector Report (21 August 2026)
- The Stocks to Own in Thailand – Vol. 54
Sohn Tokyo Preview: TriVista’s Masaki Gotoh – What Traditional Stock Pickers Often Miss, and More
- The inaugural Sohn Tokyo conference is coming up on Oct.16 at the Roppongi Hills Club.
- One of this year’s co-hosts and speakers is Masaki Gotoh of TriVista Capital, and Hedge Fund Alpha caught up with him prior to the conference.
- He’s very proud to be able to co-host Sohn Tokyo with Oasis Management’s Seth Fischer, who had invited him to speak at a previous Sohn conference.
AUCTUS ON FRIDAY – 28.08.2026
- AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.16 per share: Additional flow at HOCH-1 – Zones 4 and 5 were perforated and tested however relative flow rates were inconclusive due to the likely dominance of Zone 2 which has greater permeability than zones 4 and 5.
- Zone 3 was subsequently perforated and cleaned up confirming additional gas flow from this zone.
- Zones 2, 3, 4 and 5 were comingled and produced at flow rate averaging 3.15 mmcf/d (equivalent to 548 boe/d) over a 12 hour period.
Korea Sector ETFs Weekly #3 [Week Ending 28 August 2026]
- These 30 sector ETFs in Korea were up on average 5.4% in the past one week (21 -28 Aug), significantly outperforming KOSPI which was down 1.8% in the same period.
- Top four performing sector ETFs were Hanaro Nuclear iSelect (up 16.3%), KODEX Nuclear SMR (up 16%), Samsung KODEX Construction (up 14.8%), and KODEX AI Power Core Equipment (up 13.4%).
- A new comprehensive national survey revealed that 82.9% of South Koreans favor including new nuclear power plants in the government’s upcoming 12th Basic Plan for Electricity Supply.
Palm Oil Sector Report (21 August 2026)
- Palm oil is an edible oil with a variety of uses, including in food, consumer products, and as biodiesel feedstock.
- One growing use is biodiesel, with Indonesian domestic consumption of palm oil for biodiesel exceeding that for food in around June 2023.
- Accordingly, Crude Palm Oil (“CPO”) prices have been showing some correlation with crude oil prices, such that the recent rise in crude oil prices amid the ongoing U.S.-Israeli war against Iran may have raised CPO prices.
The Stocks to Own in Thailand – Vol. 54
- We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
- Portfolio changes: five stocks remain, nine new join the fray
- Since inception, it has gained 141% versus the SET 100 Index’s return of 67%
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