reports
- Pedro Fonseca
Aberdeen New Thai Investment Trust - Repositioned and ready to bounce ...
Aberdeen New Thai Investment Trust (ANW) is the only London-listed investment trust focused on investing in Thailand and the manager Aberdeen Standard Investments (ASI) believes the Thai equity market remains inefficient. During 2020, the ANW team rebalanced the portfolio. ANW was not well positioned for the unforeseen pandemic and subsequent market rout, and performance disappointed. Nevertheless, the manager picked up undervalued stocks during the 2020 sell-off. The manager expects quality com...
- Pedro Fonseca
Aberdeen New Thai Investment Trust - Positive prospects for long-term ...
Aberdeen New Thai Investment Trust (ANW) is the only London-listed investment trust focused on investing in Thailand, a country that also gives investors indirect exposure to the harder-to-access, but higher-growth economies of its neighbours Cambodia, Laos, Myanmar and Vietnam (CLMV). ANW was not well positioned for the unforeseen pandemic and subsequent market rout, and performance has disappointed. However, the manager believes the Thai equity market to be inefficient, and says the sell-off i...
- Pedro Fonseca
Aberdeen New Thai Investment Trust - Fast-growing region supports grow...
Aberdeen New Thai Investment Trust (ANW) is the only London-listed investment trust specialising in Thai equities. It aims to deliver a high level of long-term capital growth, employing a bottom-up approach to invest in a relatively concentrated portfolio of around 40 stocks, representing the manager’s highest-conviction ideas. The trust has delivered strong absolute returns over the past 10 years, with an annualised NAV total return of 15.4%. Thai companies are well-placed to benefit from the...
- Helena Coles
Aberdeen New Thai Investment Trust - Long-established Thailand equitie...
Aberdeen New Thai Investment Trust (ANW) aims to deliver a high level of long-term capital growth, with the manager following a rigorous bottom-up, stock selection driven investment process. The trust has delivered strong absolute returns over the past 10 years, with an annualised NAV total return of 18.1%. Over the near term, the manager expects the ongoing US-China trade dispute to weigh on Thai equity market sentiment. However, it believes longer-term prospects remain very attractive. The por...
- Helena Coles
Aberdeen New Thai Investment Trust - Strong long-term absolute perform...
Aberdeen New Thai Investment Trust (ANW) was launched in 1989 and is the only Thailand-focused investment trust listed in London. It aims to deliver a high level of long-term capital growth through investing in a relatively concentrated portfolio of quality companies, following a disciplined bottom-up approach. The Thai equity market has been relatively resilient this year compared to MSCI AC Asia ex-Japan and MSCI Emerging Markets, reflecting Thailand’s solid economic fundamentals. The manage...
- Helena Coles
Aberdeen New Thai Investment Trust - Changes proposed to boost shareho...
Aberdeen New Thai Investment Trust (ANW) is the only London-listed investment trust focused on Thailand. The manager follows a disciplined, bottom-up investment approach to find quality companies that are attractively valued. Through its investments, the trust also provides exposure to Thailand’s fast-growing neighbours of Cambodia, Laos, Myanmar and Vietnam. Launched in 1989, ANW has delivered strong absolute long-term returns; since inception to end-April 2018, the trust has achieved an annu...
- Helena Coles
Aberdeen New Thai Investment Trust - Long-term Thai equities specialis...
Aberdeen New Thai Investment Trust (ANW) is the only London-listed investment trust focused on Thailand. Launched in 1989, the managers have a long history of investing in the country, as well as the resources to support its bottom-up focus on identifying quality stocks to build a concentrated, yet diversified portfolio to generate long-term capital growth. This approach has delivered solid absolute performance with lower than market beta over three and five years. Thailand’s economic recovery i...
A director bought 5,000 shares at 518p and
A director at Aberdeen New Thai Investment Trust bought 5,000 shares at 518p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the las...
Specialist investor in Thailand
Aberdeen New Thai Investment Trust (ANW) is the only investment trust listed on the London Stock Exchange with an exclusive focus on Thai equities. An experienced Bangkok-based team supports the trust’s fundamental, bottom-up driven investment approach. Longer-term returns have slightly lagged the index, but volatility is also lower with a beta of 0.9 over five years. Following a largely liquidity-driven rally in 2016, the Thai equity market has returned to fundamentals, which is more favourable...
- Gavin Wood
Gaining exposure to dynamic ASEAN region
Aberdeen New Thai Investment Trust (ANW) has built a track record of more than 25 years as a specialist investor in Thai equities. The manager focuses on high-quality, cash-generative companies, which underpin ANW’s sector-leading 1.8% dividend yield. ANW’s NAV performance has been strong over one year, but lagged the SET index rally, which was led by more speculative stocks. The Thai stock market was largely unaffected by the passing of King Bhumibol in October but a short-term softening of eco...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Update: Thai market relatively resilient despite headwinds
Aberdeen New Thai Investment Trust (ANW) is an actively managed closed-ended fund investing in companies listed in Thailand. The trust targets capital growth rather than income, but the manager’s focus on cash-generative companies with strong balance sheets makes yield a differentiating feature and ANW has the highest yield among peers. While recent performance has been affected by political unrest and a resulting economic slowdown, the Thai market has outpaced many Asian markets over the long...
Review: More optimistic economic outlook for 2015
Aberdeen New Thai Investment Trust (ANW) provides selective exposure to Thai equities. The Aberdeen Asian equities team takes a long-term approach to stock selection with a strong emphasis on quality, aiming to deliver above-average capital growth. Performance has been strong in 2014 with returns closely matching the benchmark SET Index during the market rally. The recent re-rating may moderate near-term upside, but the potential for economic growth to accelerate over the next 12 months provides...
Review: Positive market sentiment prevailing
Aberdeen New Thai Investment Trust (ANW) provides selective exposure to Thai equities. After significant weakness last year, the SET index has actually gained c 20% in 2014, despite political turmoil and the military coup, signalling confidence in the resilience of the economy. While much remains unresolved, history suggests a sanguine view can be justified and the manager is hopeful that GDP growth, after slowing in the first half, will begin to bounce back in the second half given improving co...
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