External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>RSE repurchased 30% of outstanding shares in 2022, boosting NAV per share</li><li>RSE's focus on energy transition and decarbonization makes it an attractive long-term investment</li><li>Stock's current discount to NAV and structural challenges present growth opportunities for investors willing to bet on its potential</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

RSE repurchased 30% of outstanding shares in 2022, boosting NAV per shareRSE's focus on energy transition and decarbonization makes it an attractive long-term investmentStock's current discount to NAV and structural challenges present growth opportunities for investors willing to bet on its potentialThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Riverstone Energy Ltd (RSE LN) - Wednesday, May 29, 2024

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)

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added to our portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 249% versus MSCI ASEAN’s 39%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Four stocks remain, 10 stocks added to our portfolio
Since its inception, the portfolio has generated a before-fee total return of 249% versus MSCI ASEAN’s 39%


<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Five stocks remain, nine stocks added to our portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 255% versus MSCI ASEAN’s 30%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Five stocks remain, nine stocks added to our portfolio
Since its inception, the portfolio has generated a before-fee total return of 255% versus MSCI ASEAN’s 30%


SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>From the end of 2019 to 9 Jan 2023, the iEdge SG Adv Manufacturing Index generated a 21% total return.</li><li>Four of the 10 - Yangzijiang Shipbuilding, Dyna-Mac, Halcyon Agri Corp and Sembcorp Marine were among the strongest seven strongest performers of the Index in 2022, with micro-caps Acesian Partners, Global Testing Corp, XMH Holdings the three strongest Index performers for the year.</li><li>Since 2019, the iEdge SG Advanced Manufacturing Index has generated a 21% total return which is close to the mid-point of the gains booked by global Industrial and Technology stocks since 2019.</li></ul>

From the end of 2019 to 9 Jan 2023, the iEdge SG Adv Manufacturing Index generated a 21% total return.Four of the 10 - Yangzijiang Shipbuilding, Dyna-Mac, Halcyon Agri Corp and Sembcorp Marine were among the strongest seven strongest performers of the Index in 2022, with micro-caps Acesian Partners, Global Testing Corp, XMH Holdings the three strongest Index performers for the year.Since 2019, the iEdge SG Advanced Manufacturing Index has generated a 21% total return which is close to the mid-point of the gains booked by global Industrial and Technology stocks since 2019.

Singapore Manufacturing Index Books 21% Total Return since 2019 

<ul><li>The indicative iEdge SG Advanced Manufacturing Index is comprised of more than 100 stocks, spanning multiple sectors, and is responsive to both local and regional developments.</li><li>The recent momentum has brought the 3-year total return of the Manufacturing Index to 25%, which is comparable to the FTSE Developed Index total return, while outpacing the 12% and 2% respective total returns for the STI and the FTSE Asia Pacific Index.</li><li>The constituents of the iEdge SG Advanced Manufacturing Index have contributed 17% of Singapore’s average daily stock market turnover in the 2022 year to 11 Nov.</li></ul>

The indicative iEdge SG Advanced Manufacturing Index is comprised of more than 100 stocks, spanning multiple sectors, and is responsive to both local and regional developments.The recent momentum has brought the 3-year total return of the Manufacturing Index to 25%, which is comparable to the FTSE Developed Index total return, while outpacing the 12% and 2% respective total returns for the STI and the FTSE Asia Pacific Index.The constituents of the iEdge SG Advanced Manufacturing Index have contributed 17% of Singapore’s average daily stock market turnover in the 2022 year to 11 Nov.

Recent Manufacturing Index Gains powered by Tech & Healthcare Sectors

Singapore

Riverstone Holdings Limited produces, sells, and distributes clean-room products for use in highly controlled and critical environments. The Company's products include nitrite and natural rubber gloves and clean-room packaging materials and finger cots, as well as face masks, face pouches, hoods, caps, jumpsuits, and swabs.

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Riverstone Holdings (RSTON SP)

Riverstone Energy Ltd (RSE LN) - Wednesday, May 29, 2024

RSE repurchased 30% of outstanding shares in 2022, boosting NAV per share. RSE's focus on energy transition and decarbonization makes it an...

Value Investors Club

The Stocks to Own in ASEAN – Vol. 48

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...

A. Stotz Investment Research

The Stocks to Own in ASEAN – Vol. 47

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added.

A. Stotz Investment Research

Singapore Manufacturing Index Books 21% Total Return since 2019

From the end of 2019 to 9 Jan 2023, the iEdge SG Adv Manufacturing Index generated a 21% total return. Four of the 10 - Yangzijiang Shipbuilding,...

Singapore Exchange Ltd (SGX)

Recent Manufacturing Index Gains powered by Tech & Healthcare Sectors

The indicative iEdge SG Advanced Manufacturing Index is comprised of more than 100 stocks, spanning multiple sectors, and is responsive to both...

Singapore Exchange Ltd (SGX)

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