Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul>
<li>Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector</li>
<li>Cost sharing and increase in store traffic from partnership to integrate <a href="https://www.smartkarma.com/entities/293" target="_blank" data-smartkarma-citation="entities:293:1">Kasikornbank Pcl (KBANK TB)</a> mini-branch into BaNANA stores in second-tier districts</li>
<li>Upgrade of its fast-growing BaNANA store website should continue to boost sales, web sales had grown to US$4m or almost 400% YoY in 1Q18</li>
<li>Trades above ASEAN Consumer Discretionary at 18CE* 27.7x PE but offers significant earnings growth prospects</li>
<li>Risks: Lower demand for IT products, failed store expansion</li>
</ul><p><em>* Consensus Estimates</em></p>


Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector
Cost sharing and increase in store traffic from partnership to integrate Kasikornbank Pcl (KBANK TB) mini-branch into BaNANA stores in second-tier districts
Upgrade of its fast-growing BaNANA store website should continue to boost sales, web sales had grown to US$4m or almost 400% YoY in 1Q18
Trades above ASEAN Consumer Discretionary at 18CE* 27.7x PE but offers significant earnings growth prospects
Risks: Lower demand for IT products, failed store expansion
* Consensus Estimates

COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store

Com7

COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store