INSIGHT PROVIDER
Dr. Andrew Stotz, CFA

Dr. Andrew Stotz, CFA

622
Insights
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Thailand Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Industrials
19%
Consumer Discretionary
17%
Consumer Staples
14%
Information Technology
10%
Materials
9%
Real Estate
8%
Energy
7%
Utilities
6%
Health Care
6%
Communication Services
4%

Top Verticals

Equity Bottom-Up
84%
Thematic (Sector/Industry)
16%

Top Entities

PTT E&P
48
Sheng Siong
31
Advanced Info Service
29
Mega Lifesciences
24
Bangchak Corporation
21
Airports of Thailand
20
PTT PCL
20
Bangkok Dusit Medical Services
19
Sappe Pcl
19
Bumrungrad Hospital Pub Co
19

Top Countries

Thailand
19.6%
Indonesia
4.6%
Malaysia
4.6%
Singapore
4%
Philippines
3.8%
Vietnam
3.7%
South Korea
2.9%
China
2.7%
Taiwan
2.6%
Cambodia
2.4%
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