Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a low season, and this is why many companies have seasonally weak Q3. In the event of flood similar to the South ( <a href="https://www.smartkarma.com/insights/south-series-part-2-here-comes-the-flood" target="_blank" data-smartkarma-citation="insights:8328">South Series (Part 2): Here Comes The Flood</a>), there would likely be some stocks that benefit from the reconstruction theme, though we feel this is now quite unlikely. Thailand has not had a major flood in key economic zones like Bangkok and…

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a low season, and this is why many companies have seasonally weak Q3. In the event of flood similar to the South ( South Series (Part 2): Here Comes The Flood), there would likely be some stocks that benefit from the reconstruction theme, though we feel this is now quite unlikely. Thailand has not had a major flood in key economic zones like Bangkok and…

Stocks and Things to Watch Out For During the Rainy Season

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Thailand

Rojana Industrial Park Public Company Limited is a property development company which concentrates in industrial estate development projects.  The Company develops land sites suitable for industrial use such as small factories, while providing infrastructure and facilities such as electricity, water, telephone lines, employee housing and restaurants.

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Rojana Industrial Park (ROJNA TB)

Stocks and Things to Watch Out For During the Rainy Season

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a...

Athaporn Arayasantiparb, CFA

EB on Open Source & Investing

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...

Athaporn Arayasantiparb, CFA

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)