Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Good price momentum and low debt levels relative to its sector</li><li>PMC Tech, JV with Mitsubishi Chemical (4010 JP) , should see strong revenue growth from surging demand for needle coke and planned capacity expansion and reparations of existing factories in 2018</li><li>POSCO Chem’s battery materials business should grow further following its recent announcement of long-term supply contract worth US$270m with <a href="https://www.smartkarma.com/entities/3583" target="_blank" data-smartkarma-citation="entities:3583:1">LG Chem Ltd (051910 KS)</a> which lasts until 2020</li><li>Trades above Asian Materials at 17CE* 17.5x PE but offers much better earnings growth and is net cash</li><li>Risks: Price of needle cokes could drop once the market becomes more supply driven</li></ul><p><em>* Consensus Estimates</em></p>

Good price momentum and low debt levels relative to its sectorPMC Tech, JV with Mitsubishi Chemical (4010 JP) , should see strong revenue growth from surging demand for needle coke and planned capacity expansion and reparations of existing factories in 2018POSCO Chem’s battery materials business should grow further following its recent announcement of long-term supply contract worth US$270m with LG Chem Ltd (051910 KS) which lasts until 2020Trades above Asian Materials at 17CE* 17.5x PE but offers much better earnings growth and is net cashRisks: Price of needle cokes could drop once the market becomes more supply driven* Consensus Estimates

ポスコ化学（003670 KS）：ニードルコークス需要の急増

Posco Future M

ポスコ化学（003670 KS）：ニードルコークス需要の急増