INSIGHT PROVIDER
Dr. Andrew Stotz, CFA

Dr. Andrew Stotz, CFA

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

Top Sectors

Industrials
20%
Consumer Discretionary
16%
Consumer Staples
13%
Information Technology
11%
Materials
8%
Real Estate
7%
Energy
7%
Health Care
7%
Utilities
6%
Communication Services
5%

Top Verticals

Equity Bottom-Up
86%
Thematic (Sector/Industry)
14%

Top Entities

PTT Exploration & Production
52
Sheng Siong
33
Advanced Info Service
31
Bangchak Corporation
25
Mega Lifesciences
25
PTT
22
Airports of Thailand
20
Bumrungrad Hospital
19
Bangkok Dusit Medical Services
19
Sappe
19

Top Countries

Thailand
22.6%
Indonesia
4.5%
Malaysia
4.4%
Singapore
3.9%
Philippines
3.7%
Vietnam
3.6%
South Korea
2.8%
China
2.7%
Taiwan
2.5%
Cambodia
2.4%
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