Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community security, increased crime rate, and tax evasion, it also threatens legitimate business owners in the hotel industry who play by the rules and pay corporate (and other) taxes. In Thailand, the largest hotel player in MINT, but smaller players like Laguna (LRH) and Erawan (ERW), one of our five top picks, may be even more affected. Property giant LH also offers service apartments and an 8% yield. They too may be caught in the cross-hairs of Airbnb. We also provide some basic jot-downs from our last meeting with MINT.

The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community security, increased crime rate, and tax evasion, it also threatens legitimate business owners in the hotel industry who play by the rules and pay corporate (and other) taxes. In Thailand, the largest hotel player in MINT, but smaller players like Laguna (LRH) and Erawan (ERW), one of our five top picks, may be even more affected. Property giant LH also offers service apartments and an 8% yield. They too may be caught in the cross-hairs of Airbnb. We also provide some basic jot-downs from our last meeting with MINT.

Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry

Thailand

Land and Houses Public Company Limited develops real estate projects including single-detached homes, townhouses, and condominiums. The Company builds single and attached homes, primarily on land that it develops and improves. Land and Houses also operates its own architectural, engineering, design and construction teams for customer's specific designs and orders.

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Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry

The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community...

Athaporn Arayasantiparb, CFA