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

Sri Trang Agro Industry / Equity Bottom-Up

<ul><li>Good cost management, more attractive to analysts, and high earnings quality relative to its sector</li><li>Production growth from favorable weather conditions and strong global demand from improved economic conditions should drive revenue</li><li>Profit centric strategy puts emphasis on high-margin products such as gloves and concentrated latex. Net profit rose 77% QoQ in 1Q18 and subsidiary Sri Trang Gloves has planned capacity expansion of 14% in 2Q18</li><li>STA turning to profit in the past three quarters gives a promising outlook for 2018</li><li>Risks: Economic slowdown in importing countries</li></ul><p><em>* Consensus Estimates</em></p>

Good cost management, more attractive to analysts, and high earnings quality relative to its sectorProduction growth from favorable weather conditions and strong global demand from improved economic conditions should drive revenueProfit centric strategy puts emphasis on high-margin products such as gloves and concentrated latex. Net profit rose 77% QoQ in 1Q18 and subsidiary Sri Trang Gloves has planned capacity expansion of 14% in 2Q18STA turning to profit in the past three quarters gives a promising outlook for 2018Risks: Economic slowdown in importing countries* Consensus Estimates

STA (STA TB): High-Margin Rubber Products to Further Support Good Trend