INSIGHT PROVIDER
Dr. Andrew Stotz, CFA

Dr. Andrew Stotz, CFA

513
Insights
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Thailand Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Industrials
17%
Consumer Discretionary
17%
Consumer Staples
15%
Materials
9%
Information Technology
9%
Real Estate
8%
Energy
7%
Utilities
7%
Health Care
6%
Communication Services
4%

Top Verticals

Equity Bottom-Up
83%
Thematic (Sector/Industry)
17%

Top Entities

PTT E&P
42
Sheng Siong
29
Advanced Info Service
27
Mega Lifesciences
21
Airports of Thailand
20
Bumrungrad Hospital Pub Co
19
Bangchak Corporation
19
Bangkok Dusit Medical Services
19
Sappe Pcl
19
Bangkok Chain Hospital
18

Top Countries

Thailand
15.9%
Indonesia
4.8%
Malaysia
4.7%
Singapore
4.1%
Philippines
3.9%
Vietnam
3.9%
South Korea
3%
China
2.8%
Taiwan
2.7%
Cambodia
2.5%
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