Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you typically do in the computer hardware, electronics, or auto sectors. But Asia Seafood says they are the OEM of seafoods. Basically, they can do anything like Thai Union: can your tuna, process or freeze your shrimp, even turn it into simple dishes. The only thing they don’t do is branding and marketing. Their expertise is in manufacturing yo. The…

The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you typically do in the computer hardware, electronics, or auto sectors. But Asia Seafood says they are the OEM of seafoods. Basically, they can do anything like Thai Union: can your tuna, process or freeze your shrimp, even turn it into simple dishes. The only thing they don’t do is branding and marketing. Their expertise is in manufacturing yo. The…

Asian Seafoods: These Days, Even Shrimps Need an OEM

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.

<ul><li>Good price momentum, low price-to-sales, and strong sales momentum relative to its sector </li><li>ASIAN is enjoying a strong recovery in its main frozen seafood business thanks to improving prices of shrimp and squid </li><li>The company is continuing to improve its product mix by shifting to higher-margin premium pet food, together with planned capacity increases, and this is boosting overall group profit margins </li><li>ASIAN has shown solid sales growth in 2016 and 2017YTD as well as a good expansion in operating margin </li><li>Risk: Reduced supply of fish due to over-fishing or another outbreak of disease </li></ul>

Good price momentum, low price-to-sales, and strong sales momentum relative to its sector ASIAN is enjoying a strong recovery in its main frozen seafood business thanks to improving prices of shrimp and squid The company is continuing to improve its product mix by shifting to higher-margin premium pet food, together with planned capacity increases, and this is boosting overall group profit margins ASIAN has shown solid sales growth in 2016 and 2017YTD as well as a good expansion in operating margin Risk: Reduced supply of fish due to over-fishing or another outbreak of disease 

ASIAN: Premium Pet Food Offers Premium Margins

Thailand

Asian Sea Corporation Public Company Limited processes and exports frozen seafood and Pet Food. The Company offers frozen shrimp, canned tuna, breaded sillago fish fillet, and pet foods in canes and pouches. Asian Sea serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Asian Sea (ASIAN TB)

Asian Seafoods: These Days, Even Shrimps Need an OEM

The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you...

Athaporn Arayasantiparb, CFA

ASIAN: Premium Pet Food Offers Premium Margins

Good price momentum, low price-to-sales, and strong salesmomentum relative to its sector ASIAN is enjoying a strong recovery in its main frozen...

A. Stotz Investment Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)