Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in either Thai-Coons or Rabble-Rousers. For example, KBANK Group of the Lamsam family control the third biggest bank in Thailand and have several non-listed subsidiaries in asset management, brokerage, insurance, etc. Latest, they even have a fintech subsidiary called KBTG yo. We see the difference in their culture with archrival SCB and the connections that they have through marriage with other prominent families (Devakul, Wanglee, etc) and their strategic partnerships with foreign business (Macquarie, Cetelem, Jefferies). Loxley is an extremely diversified conglomerate in tech and consumers, but operationally, they are not spectacular or anything yo. Overall, we wouldn't invest in this thing yo, but it's good to be prepared when the stock market presents you that opportunity.

In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in either Thai-Coons or Rabble-Rousers. For example, KBANK Group of the Lamsam family control the third biggest bank in Thailand and have several non-listed subsidiaries in asset management, brokerage, insurance, etc. Latest, they even have a fintech subsidiary called KBTG yo. We see the difference in their culture with archrival SCB and the connections that they have through marriage with other prominent families (Devakul, Wanglee, etc) and their strategic partnerships with foreign business (Macquarie, Cetelem, Jefferies). Loxley is an extremely diversified conglomerate in tech and consumers, but operationally, they are not spectacular or anything yo. Overall, we wouldn't invest in this thing yo, but it's good to be prepared when the stock market presents you that opportunity.

The Little League (Season Premiere): House of Green

Thematic (Sector/Industry)

During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy &amp; Business Development of <a href="https://www.smartkarma.com/entities/214" target="_blank" data-smartkarma-citation="entities:214:1">Siam Commercial Bank Pub Co (SCB TB)</a>, and we found it pretty interesting. Basically, his view is that fintech has been around since the 50s, and in his view, we are on the third wave...There's something with the number three. I recall someone else (maybe Microsoft CEO Nadella) saying we are on the third Industrial or Digital Revolution. Well, let's just indulge the…

During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy &amp; Business Development of Siam Commercial Bank Pub Co (SCB TB), and we found it pretty interesting. Basically, his view is that fintech has been around since the 50s, and in his view, we are on the third wave...There's something with the number three. I recall someone else (maybe Microsoft CEO Nadella) saying we are on the third Industrial or Digital Revolution. Well, let's just indulge the…

Thailand

Loxley Public Company Limited and its subsidiaries provide integrated telecommunication and computer services such as satellite TV uplink, video conferencing, data network communication, and internet access services.  The Company also distributes office automation equipment, construction materials, consumer products, and chemical products.

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Loxley Public Company (LOXLEY TB)

The Little League (Season Premiere): House of Green

In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in...

Athaporn Arayasantiparb, CFA

Silicon Sequel: SCB on Fintech

During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)