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…

Equity Bottom-Up

<p>In this review, we look at two of Thailand's key industrial export sectors (automobiles and electronics). While net exports continue to drop 2%, Thailand's gross exports rose for the first time this year. We remain cautious on these low margin sectors with the exception of a few bottom up ideas: 1) KCE, top pick in electronics which benefits from backward integration; 2) SAT, the most attractive stock in the automobile sector on both valuations and yield; and 3) ASEFA, an electronics stock that focuses almost entirely on domestic rather than export theme and benefits from growing construction of office buildings.</p>

In this review, we look at two of Thailand's key industrial export sectors (automobiles and electronics). While net exports continue to drop 2%, Thailand's gross exports rose for the first time this year. We remain cautious on these low margin sectors with the exception of a few bottom up ideas: 1) KCE, top pick in electronics which benefits from backward integration; 2) SAT, the most attractive stock in the automobile sector on both valuations and yield; and 3) ASEFA, an electronics stock that focuses almost entirely on domestic rather than export theme and benefits from growing construction of office buildings.

Autos & Electrons: The Slow Road to Recovery

Thailand

Cal-Comp Electronics (Thailand) PCL is an original equipment manufacturer of computer peripheral, office equipment and consumer electronic products. Its products include desktop computers, CD-ROMS, web pads, MP3 players, integrated receiver decoders, fax machines, mobile phones, cordless phones, pagers, and transceivers.  The Company is part of Kinpo Group of Taiwan.

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Cal Comp Electronics Thailand (CCET 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

Autos & Electrons: The Slow Road to Recovery

In this review, we look at two of Thailand's key industrial export sectors (automobiles and electronics). While net exports continue to drop 2%,...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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