Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

<p><strong>Regional Restaurants. </strong>Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than Subway by sales), and KFC, which is really big in Malaysia yo, but like every rule, there is an exception, or like Burger King likes to put it, "Sometimes, you gotta break the rules." For example, local burger chain Jollibee beat the two American fast-food superpowers in the Philippines. A decade ago, Colonel Sanders still reigned in Thailand. His…</p>

Regional Restaurants. Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than Subway by sales), and KFC, which is really big in Malaysia yo, but like every rule, there is an exception, or like Burger King likes to put it, "Sometimes, you gotta break the rules." For example, local burger chain Jollibee beat the two American fast-food superpowers in the Philippines. A decade ago, Colonel Sanders still reigned in Thailand. His…

The Little League (Ep. 4): Tales from the Kitchen

Thailand

Tong Hua Holding Public Company Limited publishes the "Dao Siam" Thai language newspaper, and the "Tong Hua," and "Jin Jie Yit Pao" Chinese-language newspapers. Additionally, its subsidiary provides non-life insurance service.

Tong Hua Holding Public Company Limited (TH TB)

Pico Thailand Public Company Limited organizes event-marketing activities and establishes impressive image for customers through products exhibition, products launching, multimedia exhibition and museums

JKN Global Media Public Company Limited operates as a content management and distribution company. The Company provides content to media platforms, such as digital television, home video, publishing, video on demand, and ancillary. JKN Global Media serves customers worldwide.

Grand Prix International Public Limited Company operates as an event management company. The Company organizes and promotes car racing, rallying, and other automotive events, as well as provides editing, publishing, and printing of automotive magazines. Grand Prix International serves customers in Thailand.

Matching Maximize Solution PCL provides advertisement services.

Nation Multimedia Group PCL operates publishing and printing businesses.  The Company publishes The Nation, an English-language broadsheet; The Krungthep Turakij, a Thai language weekly business newspaper; Kom Chad Luek, a daily newspaper; and Nation Weekender, a weekly magazine.  Nation Multimedia also produces radio and television programs.

ARIP PCL creates business and marketing publications, especially in information and communication technologies.

M Vision Public Company Limited provides performing art solutions. The Company offers business such as an events, exhibitions, and trade shows, as well as e-commerce, online and offline advertising, and distributions of IT products activities. M Vision serves customers in Thailand.

Wave Entertainment PCL, through subsidiaries, produces television programming and markets its programming on DVDs.

Matichon Public Company Limited publishes newspapers and magazines.

Mukta Arts Limited is an entertainment company. The Company's business encompasses production, distribution, television, training, and post-production facilities, which are used in the creation of feature films, advertising films and telefilms/serials. Mukta has a training institute for film, television and media arts called Whistling Woods International in Mumbai.

Wonderful Sky Financial Group Holdings Ltd. provides financial public relations services in Hong Kong.  The Company offers public relations, investor relations, and financial printing services.

Sung Gang Asset Management Co., Ltd. publishes computer related books.  The Company also offers business packaged software, system integration, as well as MOUS (Microsoft Office User Specialist) certificate.

CHUCO Co.,Ltd. publishes and distributes free papers and magazines covering local news and job information mainly in Chubu region.  The Company provides various advertising services including sales promotions.  CHUKO also operates training programs and Internet shopping sites.

I-Cable Communications Limited is a pay-TV system operator in Hong Kong.  The Company and its subsidiaries serve pay-TV subscribers and dial-up Internet access subscribers.  I-Cable also provides television related services and sells and maintains satellite television systems.

The Century Co., Ltd. distributes foreign films, and operates a movie theater in South Korea.  The Company also provides office leasing services.

Orange Sky Golden Harvest Entertainment (Holdings) Ltd., through its subsidiaries, distributes films and audio visual products related to films and television programs.  The Company also exhibits films in Hong Kong, Malaysia, Singapore, and China, and produces motion pictures.  In addition, Golden Harvest processes film and produces music.

Prime Media Group Limited is a television broadcaster offering programming services in regional New South Wales, Victoria, Western Australia and the Gold Coast.Prime offers a variety of programming including news, sports and entertainment.

China Times Publishing Company is a book publisher.  The Company publishes books, magazines, and comic books.

Allied Architects Inc provides comprehensive support of social media marketing to their enterprise customers.

SE-Education Public Company Limited publishes magazines, text books, and educational materials mostly related to computers, electronics and engineering. The Company sells its books and magazines through its own network of SE-ED book stores nationwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

SE-Education Public Co Ltd (SEED TB)

The Little League (Ep. 4): Tales from the Kitchen

Regional Restaurants. Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)