Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Revisiting AsiaSoft. We met AsiaSoft last year, and things have started to look up for them somewhat since then, but we still wouldn’t recommend buying any of the three companies we met today yo. Losses may have halved at AsiaSoft, but the revenues have barely grown. In fact, it’s dropped a little. The main reason things are looking up appears to be cost cuts and divestments of the money-losing Vietnam subsidiary, but as Jack Welch of GE once said, “How much cheese can you take off the burger…

Revisiting AsiaSoft. We met AsiaSoft last year, and things have started to look up for them somewhat since then, but we still wouldn’t recommend buying any of the three companies we met today yo. Losses may have halved at AsiaSoft, but the revenues have barely grown. In fact, it’s dropped a little. The main reason things are looking up appears to be cost cuts and divestments of the money-losing Vietnam subsidiary, but as Jack Welch of GE once said, “How much cheese can you take off the burger…

Thematic (Sector/Industry)

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Thailand

JSP Property PCL is a commercial real estate developer. The Company builds community malls, home offices and town houses.

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Jsp Property (JSP TB)

Rebooting Asiasoft

Revisiting AsiaSoft. We met AsiaSoft last year, and things have started to look up for them somewhat since then, but we still wouldn’t recommend...

Athaporn Arayasantiparb, CFA

EB on Open Source & Investing

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...

Athaporn Arayasantiparb, CFA

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