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>Solid long-term sales growth and relatively strong analyst recommendation relative to its sector</li><li>Additional media space through 200 new buses, 100 new digital screens, and new mega-sized billboards at well-known shopping malls in Bangkok should drive growth</li><li>Strategic acquisition of 20% stake in Bangkok Metro Network, operator of Bangkok subway MRT Blue Line, to support growth in Transit media</li><li>Attractive at 18CE* PEG ratio of 0.8 versus the ASEAN sector at a PEG ratio of 1.0 and PLANB has a solid balance sheet</li><li>Risk: Intensifying competition across media platforms</li></ul><p><em>* Consensus Estimates</em></p>

Solid long-term sales growth and relatively strong analyst recommendation relative to its sectorAdditional media space through 200 new buses, 100 new digital screens, and new mega-sized billboards at well-known shopping malls in Bangkok should drive growthStrategic acquisition of 20% stake in Bangkok Metro Network, operator of Bangkok subway MRT Blue Line, to support growth in Transit mediaAttractive at 18CE* PEG ratio of 0.8 versus the ASEAN sector at a PEG ratio of 1.0 and PLANB has a solid balance sheetRisk: Intensifying competition across media platforms* Consensus Estimates

PLANB: Plan A Is Continued Media Expansion

Plan B Media

PLANB: Plan A Is Continued Media Expansion