Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Jasmine Broadband Internet Infrastructure Fund / Equity Bottom-Up

Jasmine Broadband Internet Infrastructure Fund

Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in <a href="https://www.smartkarma.com/insights/thai-market-strategy-update-the-second-wind" target="_blank" data-smartkarma-citation="insights:5780">Thai Market Strategy Update: The Second Wind</a> , it managed to hold above that level firmly. Yet, many of my friends continue to worry about the fate of the Thai market. Their fears are not entirely unfounded, because foreign investors have sold heavily on many periods in September even though Janet Yellen failed to hike rates. The MCorp Review continues to believe…

Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in Thai Market Strategy Update: The Second Wind , it managed to hold above that level firmly. Yet, many of my friends continue to worry about the fate of the Thai market. Their fears are not entirely unfounded, because foreign investors have sold heavily on many periods in September even though Janet Yellen failed to hike rates. The MCorp Review continues to believe…

Six Over Six: Yield Shields for the Market Downturn

We introduce the last of our top picks, SC Asset, which we believe could rise over 40% to Bt5 within this year given the dynamics of strong growth, relatively small market cap, and very low valuations. We generally favor developers that cater to the rich. Apart from SC Asset, there is the quintessential high-end developer Sansiri. We recommend switching from Supalai, a very accomplished developer, into these two laggard names.We also discuss the investment merits of the low-end market leaders in landed property (Pruksa) and condominiums (LPN) while reiterating our favor for the higher-end developers. Within the LH Group run by the Asavabhokin family (Thailand's leading property tycoons), we recommend sticking with QH (Quality House) as we find LH too diversified and have quality concerns regarding AP (Asian Property).

We introduce the last of our top picks, SC Asset, which we believe could rise over 40% to Bt5 within this year given the dynamics of strong growth, relatively small market cap, and very low valuations. We generally favor developers that cater to the rich. Apart from SC Asset, there is the quintessential high-end developer Sansiri. We recommend switching from Supalai, a very accomplished developer, into these two laggard names.We also discuss the investment merits of the low-end market leaders in landed property (Pruksa) and condominiums (LPN) while reiterating our favor for the higher-end developers. Within the LH Group run by the Asavabhokin family (Thailand's leading property tycoons), we recommend sticking with QH (Quality House) as we find LH too diversified and have quality concerns regarding AP (Asian Property).

Thailand

Quality Houses Public Company Limited is a property development company. The Company specializes in single-house, apartment, and condominium development projects.

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Quality Houses (QH TB)

Six Over Six: Yield Shields for the Market Downturn

Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in Thai Market...

Athaporn Arayasantiparb, CFA

SC Asset: Land for the Rich

We introduce the last of our top picks, SC Asset, which we believe could rise over 40% to Bt5 within this year given the dynamics of strong growth,...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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