CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to all our Thai friends in your time of grief.Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to all our Thai friends in your time of grief.Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

Thailand Mourns Fallen King, Healing Will Take Some Time

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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<ul>
<li>Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.</li>
<li>ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.</li>
<li>A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.</li>
<li>Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.</li>
<li>BUY…</li>
</ul>


Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.
ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.
A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.
Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.
BUY…


Takeaways from ASEAN - Investment Opportunities

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Samui Airport Property Fund / Equity Bottom-Up

Thailand accounts for almost half the ASEAN tourism receipts, but further expansion at AOT's key Suvanabhummi Airport will be slow due to the civil servant's culture still looming at large. We prefer to look at Samui Airports (SPF), a monopoly at one of Thailand's hottest tourist spot controlled by a much more expensive parent company Bangkok Airways (BA).In the airline space, check out Asia Aviation (AAV), which operates Air Asia in Thailand. The company is revolutionizing Thai airline industry, having grown low-cost travel tenfolds over the last decade and marginalizing legacy flag carrier Thai Airways (THAI). Also, we suspect Tony Fernandes has grand design of building his own airports in Thailand. Scroll down and find out: 1) why we sold BA, a really well run boutique airline; 2) why AAV is the only Thai-based airline stock being closely watched for potential investment at MCorp Review; and 3) what we think about the King Power deal with AAV.

Thailand accounts for almost half the ASEAN tourism receipts, but further expansion at AOT's key Suvanabhummi Airport will be slow due to the civil servant's culture still looming at large. We prefer to look at Samui Airports (SPF), a monopoly at one of Thailand's hottest tourist spot controlled by a much more expensive parent company Bangkok Airways (BA).In the airline space, check out Asia Aviation (AAV), which operates Air Asia in Thailand. The company is revolutionizing Thai airline industry, having grown low-cost travel tenfolds over the last decade and marginalizing legacy flag carrier Thai Airways (THAI). Also, we suspect Tony Fernandes has grand design of building his own airports in Thailand. Scroll down and find out: 1) why we sold BA, a really well run boutique airline; 2) why AAV is the only Thai-based airline stock being closely watched for potential investment at MCorp Review; and 3) what we think about the King Power deal with AAV.

Aviators & Airports: The Ongoing Revolution

Thailand

Asia Aviation PCL owns a budget airline.  The airline offers low fare flights, online booking, hospitality packages, and courier and cargo services. Asia Aviation serves travelers throughout Asia, the Middle East, and Europe.

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Asia Aviation (AAV TB)

Thailand Mourns Fallen King, Healing Will Take Some Time

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...

A. Stotz Investment Research

Takeaways from ASEAN - Investment Opportunities

Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...

David Riedel

Aviators & Airports: The Ongoing Revolution

Thailand accounts for almost half the ASEAN tourism receipts, but further expansion at AOT's key Suvanabhummi Airport will be slow due to the civil...

Athaporn Arayasantiparb, CFA

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52-week Range

Market Cap (USDm)

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