Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

<p>In between the whole gym and medical checkup (old people stuff... <a href="https://www.smartkarma.com/insights/the-greying-of-thailand" target="_blank" data-smartkarma-citation="insights:6048">The Greying of Thailand</a>), we managed to visit this company called Lohakij Metal, an ant-sized specialty steel company with market cap of only US$35m, so this is definitely for PA only yo. You try to put it in Fidelity's portfolio, next thing you know you gotta board seat yo! Now, we've always sworn off steel stocks, and we're still not gonna buy it yo. It's kinda like the family cult policy...I dunno, but i think this stock has…</p>

In between the whole gym and medical checkup (old people stuff... The Greying of Thailand), we managed to visit this company called Lohakij Metal, an ant-sized specialty steel company with market cap of only US$35m, so this is definitely for PA only yo. You try to put it in Fidelity's portfolio, next thing you know you gotta board seat yo! Now, we've always sworn off steel stocks, and we're still not gonna buy it yo. It's kinda like the family cult policy...I dunno, but i think this stock has…

Thailand

Lohakit Metal PCL procures, processes, and distributes a wide range of steel products. The Company's products include  cold rolled stainless steel, stainless steel sheets, steel pipes, and electro-galvanized steel, as well as provides related cutting, drilling, and polishing services.

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Lohakit Metal (LHK TB)

Heavy Metal LHK

In between the whole gym and medical checkup (old people stuff... The Greying of Thailand), we managed to visit this company called Lohakij Metal,...

Athaporn Arayasantiparb, CFA

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