Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Reality vs Perception. So Mahidol University did this random survey on campus girls over 18. They didn't quite say how old the upper limit is, but MCorp Review is guessing 21, 22...I dunno. Apparently, there are only 1.2m of them, so they are nothing compare to the old geezers in the forked review who will eventually dominate our economy, but these chics (as a group) are growing 12.9%, so I guess it's worth a look if it doesn't take up too  much time.<table class="table table-striped"><tbody>
<tr>
<td style="width: 226.833px;">Stocks</td>
<td style="width: 115.167px;">Business </td>
<td style="text-align: center; width: 150px;">Shr pr (Bt/sh)</td>
<td style="text-align: center; width: 178px;">Mkt cap (US$ m)</td>
</tr>
</tbody></table>…

Reality vs Perception. So Mahidol University did this random survey on campus girls over 18. They didn't quite say how old the upper limit is, but MCorp Review is guessing 21, 22...I dunno. Apparently, there are only 1.2m of them, so they are nothing compare to the old geezers in the forked review who will eventually dominate our economy, but these chics (as a group) are growing 12.9%, so I guess it's worth a look if it doesn't take up too  much time.

Stocks
Business 
Shr pr (Bt/sh)
Mkt cap (US$ m)

…

After one quarter has lapsed, we meet with Bangkok Airways again and well as another land transport company called KIAT. KIAT may have a tiny market cap, but they are the largest listed logistics company in Thailand for hazardous materials. Now, this is pretty high margin stuff compared to regular land transport, because "high risk, high returns" is the name of the game yo. In Thailand, you can't transport stuff like these (industrial gases or NGV) on trains. In addition to this, KIAT also does…

After one quarter has lapsed, we meet with Bangkok Airways again and well as another land transport company called KIAT. KIAT may have a tiny market cap, but they are the largest listed logistics company in Thailand for hazardous materials. Now, this is pretty high margin stuff compared to regular land transport, because "high risk, high returns" is the name of the game yo. In Thailand, you can't transport stuff like these (industrial gases or NGV) on trains. In addition to this, KIAT also does…

New entry. Little is known of Vichai Srivaddhanaprabha, but this year, he fulfilled our criteria of owning listed equities when he bought a large stake of Asia Aviation (the Thai arm of low-cost carrier Air Asia) for bit more than Bt4/sh when it was trading 30% higher than that...in a private placement from the Thai CEO Tassapol Bijleveld. It's pretty amazing, because even if Tassapol needed the money badly, he shouldn't have discounted the stock so much. The operations are doing really well…

New entry. Little is known of Vichai Srivaddhanaprabha, but this year, he fulfilled our criteria of owning listed equities when he bought a large stake of Asia Aviation (the Thai arm of low-cost carrier Air Asia) for bit more than Bt4/sh when it was trading 30% higher than that...in a private placement from the Thai CEO Tassapol Bijleveld. It's pretty amazing, because even if Tassapol needed the money badly, he shouldn't have discounted the stock so much. The operations are doing really well…

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to all our Thai friends in your time of grief.Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to all our Thai friends in your time of grief.Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

Thailand Mourns Fallen King, Healing Will Take Some Time

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
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Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

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<ul>
<li>Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.</li>
<li>ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.</li>
<li>A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.</li>
<li>Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.</li>
<li>BUY…</li>
</ul>


Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.
ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.
A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.
Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.
BUY…


Takeaways from ASEAN - Investment Opportunities

Thailand

Asia Aviation PCL owns a budget airline.  The airline offers low fare flights, online booking, hospitality packages, and courier and cargo services. Asia Aviation serves travelers throughout Asia, the Middle East, and Europe.

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Asia Aviation (AAV TB)

Mahidol on Gossip Girls

Reality vs Perception. So Mahidol University did this random survey on campus girls over 18. They didn't quite say how old the upper limit is,...

Athaporn Arayasantiparb, CFA

The Transporters...Reboot

After one quarter has lapsed, we meet with Bangkok Airways again and well as another land transport company called KIAT. KIAT may have a tiny...

Athaporn Arayasantiparb, CFA

Thai-Coons Ep. 7: Man of Leicester

New entry. Little is known of Vichai Srivaddhanaprabha, but this year, he fulfilled our criteria of owning listed equities when he bought a large...

Athaporn Arayasantiparb, CFA

Thailand Mourns Fallen King, Healing Will Take Some Time

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...

A. Stotz Investment Research

Takeaways from ASEAN - Investment Opportunities

Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...

David Riedel

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52-week Range

Market Cap (USDm)

P/E

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