Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much is happening these days, but it's good not to take your hand off the steering wheel. Political developments often affect market sentiments. In this review, we look at three issues that popped up recently. One is the pending French election in view of the first round's results. The other two are more local in nature.Pen vs Macaroni. So Macron was won…

Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much is happening these days, but it's good not to take your hand off the steering wheel. Political developments often affect market sentiments. In this review, we look at three issues that popped up recently. One is the pending French election in view of the first round's results. The other two are more local in nature.Pen vs Macaroni. So Macron was won…

Political Update: France, Member Fees, Submarines

Equity Bottom-Up

For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry for them (Exotic Foods, a sauce company), because these guys are so darn honest about the problems they have with their expansion plans yo. They are basically blaming everything they can find under the sun. Their first plant was done with Thai equipment and can be described as semi-manual, but now that their volumes have expanded, they decided to ramp…

For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry for them (Exotic Foods, a sauce company), because these guys are so darn honest about the problems they have with their expansion plans yo. They are basically blaming everything they can find under the sun. Their first plant was done with Thai equipment and can be described as semi-manual, but now that their volumes have expanded, they decided to ramp…

Small Cap Diary: An Exotic Expansion Plan Gone Bad

Thailand

Exotic Food Public Company Limited manufactures Thai food products that are sold in independent food stores globally.

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Exotic Food PCL (XO TB)

Political Update: France, Member Fees, Submarines

Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much...

Athaporn Arayasantiparb, CFA

Small Cap Diary: An Exotic Expansion Plan Gone Bad

For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry...

Athaporn Arayasantiparb, CFA

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52-week Range

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