Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

According to a report on the AEC integration framework prepared in Indonesia, Thailand has the second highest per capita consumption of drugs and supplements in the region after Singapore. They noted that the average Thai consumes double that of the average Filipino and triple the Indonesian levels. This is pretty interesting, because while income levels here is the highest of the three TIP nations, we are still roughly at the same development stages.Not many Thai-listed companies operate in…

According to a report on the AEC integration framework prepared in Indonesia, Thailand has the second highest per capita consumption of drugs and supplements in the region after Singapore. They noted that the average Thai consumes double that of the average Filipino and triple the Indonesian levels. This is pretty interesting, because while income levels here is the highest of the three TIP nations, we are still roughly at the same development stages.Not many Thai-listed companies operate in…

Asymmetric Payoffs, Thracian Capital Management

Asymmetric Payoffs

Thracian Capital Management

Equity Bottom-Up

The company is the leading specialty health and wellness retailer. The stock has been oversold due to competition from the mass channel and is now trading at very low valuations, while still having strong free cash flow generation.

The company is the leading specialty health and wellness retailer. The stock has been oversold due to competition from the mass channel and is now trading at very low valuations, while still having strong free cash flow generation.

United States

GNC Holdings, Inc. operates a chain of health and wellness stores throughout the United States and internationally.  The Company is a global specialty retailer of health and wellness products including vitamins, minerals and herbal supplements ("VMHS") products, sports nutrition products and diet products.

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GNC Holdings Inc Cl A (GNC US)

Skirmish on the Supplement Aisle

According to a report on the AEC integration framework prepared in Indonesia, Thailand has the second highest per capita consumption of drugs and...

Athaporn Arayasantiparb, CFA

Long GNC (GNC Holdings) Stock at $19.29

The company is the leading specialty health and wellness retailer. The stock has been oversold due to competition from the mass channel and is now...

Asymmetric Payoffs

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