Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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Interesting Stocks to Consider in Thailand

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul>
<li>Low correlation, low price volatility, and low correlation with Western stock markets relative to its sector</li>
<li>Inventec’s server sales should be supported by increased replacement demand from adaptation to new server platforms, e.g. Intel’s Purley, and later on 5G</li>
<li>The smart devices segment should continue to grow as smart speakers and wireless headphones increase in popularity. Inventec is already supplying <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> and Sonos</li>
<li>Trades in line with Asian Info Tech at 18CE* 7% ROE/PB but offers better dividend yield at 6%</li>
<li>Risks: US-China trade war, AirPods shipments below expectation</li>
</ul><p><em>* Consensus Estimates</em></p>


Low correlation, low price volatility, and low correlation with Western stock markets relative to its sector
Inventec’s server sales should be supported by increased replacement demand from adaptation to new server platforms, e.g. Intel’s Purley, and later on 5G
The smart devices segment should continue to grow as smart speakers and wireless headphones increase in popularity. Inventec is already supplying Apple Inc (AAPL US) and Sonos
Trades in line with Asian Info Tech at 18CE* 7% ROE/PB but offers better dividend yield at 6%
Risks: US-China trade war, AirPods shipments below expectation
* Consensus Estimates

Inventec (2356 TT): Producer of Leading Servers and Smart Devices

Inventec Corp

Inventec (2356 TT): Producer of Leading Servers and Smart Devices