Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

After one quarter has lapsed, we meet with Bangkok Airways again and well as another land transport company called KIAT. KIAT may have a tiny market cap, but they are the largest listed logistics company in Thailand for hazardous materials. Now, this is pretty high margin stuff compared to regular land transport, because "high risk, high returns" is the name of the game yo. In Thailand, you can't transport stuff like these (industrial gases or NGV) on trains. In addition to this, KIAT also does…

After one quarter has lapsed, we meet with Bangkok Airways again and well as another land transport company called KIAT. KIAT may have a tiny market cap, but they are the largest listed logistics company in Thailand for hazardous materials. Now, this is pretty high margin stuff compared to regular land transport, because "high risk, high returns" is the name of the game yo. In Thailand, you can't transport stuff like these (industrial gases or NGV) on trains. In addition to this, KIAT also does…

Thailand

Kiattana Transport PCL provides transportation services.

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Kiattana Transport (KIAT TB)

The Transporters...Reboot

After one quarter has lapsed, we meet with Bangkok Airways again and well as another land transport company called KIAT. KIAT may have a tiny...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)