Posts by Andrew Stotz

Nestlé, the M&A Leader, Even Acquired Starbucks (Sort Of)

What’s interesting about Nestle is…that it is the M&A leader, even acquired Starbucks (sort of).

Let’s Understand Why Tesla Owner Elon Musk Is No Longer Laughing About BYD…

I estimate BYD’s value at RMB277 per share, implying an upside of 30% from today’s price. This is derived from my DCF-based valuation using a WACC of 9.7% and a terminal growth rate of 3%.

Tesla – The Good Old Days Could Be Gone for a While

Our research shows that Tesla, Inc. is a SELL based on a target price of US$139, implying a downside of 31%. We derive our target price from a DCF-based valuation.

Airbus Has Outperformed the S&P500 Since 2016

What’s interesting about Airbus is…that since 2016 it has outperformed the S&P500.

Careers in Finance with Pichet Sithi-Amnuai

Pichet Sithi-Amnuai is the President of Bualuang Securities, the capital markets arm of Bangkok Bank. He is also the Chairman of the Association of Thai Securities Companies (ASCO), and the Vice chairman of The Stock Exchange of Thailand (SET).