Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

<p>During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy &amp; Business Development of <a href="https://www.smartkarma.com/entities/214" target="_blank" data-smartkarma-citation="entities:214:1">Siam Commercial Bank Pub Co (SCB TB)</a>, and we found it pretty interesting. Basically, his view is that fintech has been around since the 50s, and in his view, we are on the third wave...There's something with the number three. I recall someone else (maybe Microsoft CEO Nadella) saying we are on the third Industrial or Digital Revolution. Well, let's just indulge the…</p>

During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy &amp; Business Development of Siam Commercial Bank Pub Co (SCB TB), and we found it pretty interesting. Basically, his view is that fintech has been around since the 50s, and in his view, we are on the third wave...There's something with the number three. I recall someone else (maybe Microsoft CEO Nadella) saying we are on the third Industrial or Digital Revolution. Well, let's just indulge the…

Thailand

News Network Corp PCL provides system integration, custom- made software development, computer and other accessories, maintenance and other services.  The Company develops application software such as PMIS (Performance Management Information System), Retail Management Program (RMS), Easy Quick program for report output, for web development.

Comanche International Public Company Limited operates as an information technology solutions company. The Company develops, maintains, and sells information technology software solutions for hotel and service apartment industries. Comanche International serves customers in Asia.

Mono Technology PCL offers information technology services. The Company offers several business services including mobile technology, internet businesses, publishing operations, and television broadcasting. Mono Technology provides its services in Thailand.

SVOA Public Company Limited imports and distributes various computer and related peripheral products as well as office automation equipment.  Products include computers, digital cameras, printers, projectors and scanners. SVOA distributes computer products of Acer, Epson, Hewlette Packard and Roland brand names.

Internet Thailand Public Company Limited is an Internet service provider serving individuals and business subscribers.  The Company provides Internet access, Web hosting, and electronic commerce solutions.

Premier Technology PCL manufactures car radio cassette players for local and international markets. Through its subsidiaries, the Company manufactures speakers, speaker components, telephone sets, and telephone answering machines. In addition, the Company distributes computer hardware and software, complete information systems, LCD projectors and screens.

MFEC Public Company Limited provides computer and information technology consulting services to industry and government. The Company's services include data warehouse solutions, e-commerce solutions, customized web-based applications, and mobile game content and commercial applications.

International Research Corporation Public Company Limited provides various information technology services.  The Company offers consulting and system integration services of computer and networking systems. Additionally, it is an authorized software replicator of Microsoft Corporation.  International Research also develops software, and sells testing and measurement equipment.

Forth Smart Service PCL develops and manufactures online top-up machines for service providers. The company offers its products for topping-up the prepaid mobile phones and online games, as well as for credit card payment.

Business Online Public Company Limited provides full services business verification support including company information research, creditability check, business analysis, and debt collecting.

Feiyu Technology International Co Ltd is a video-game developer. The Company is primarily focused on the development and operation of mobile games.

Igloo Security Inc. provides a wide range of Internet security solutions. The Company's solutions include SPiDER SysMon, which monitors the resources and performance of systems including sub-categories such as CPU, memory, disk, process and network interface.

SOLXYZ Co., Ltd. develops computer application software for business use.  The Company also provides system integration services as well as management and maintenance services for its clients' computer systems.

Sobal Corporation develops embedded software and firmware for digital products as well as research and development of wireless communication technologies.

EXTREME CO.,LTD. operates game and digital contents for PC and mobile users. The  company also offers a solution service of entertainment software development.

Fasoo.Com Co Ltd provides software products and services.  The Company is a Korean supplier of digital rights management (DRM).

Softsol India Limited provides software services and solutions in the areas of e-commerce, supply chain management, business intelligence, customer relationship management and enterprise application integration. The company also provides software for network switching systems, network management systems and embedded systems.

IOKCOMPANY Co., Ltd. produces, promotes and markets Korea Artist agency management business, Top Artist's Brand Value and branded entertainment business in several formats such as  Korean Drama, advertisement and media programs.

InfoBank Corporation develops and provides the mobile message services and other mobile services.  The mobile services include SMS, Web message, Broadcasting MO (Mobile Originated), mobile finance ASP services.  The Company also develops mobile phone software and offers other wireless solution services.

Synchronoss Technologies, Inc. provides e-commerce transaction management solutions to the communications services marketplace.

Asphere Innovations Public Company Limited is an online entertainment services. The Company distributes online games and computer games, and also provides related services, covering the website services for game portals and the development of casual games. Asphere Innovations serves customers in Thailand.

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Asphere Innovations (AS TB)

Silicon Sequel: SCB on Fintech

During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...

Athaporn Arayasantiparb, CFA

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