Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

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…

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Equity Bottom-Up

<ul><li>The future of SVI – Expansion through acquisitions and opening factories outside of Thailand.</li><li>Don’t let your business settle – Be progressive, push forward and strive for growth. SVI considers an annual growth rate of 15% to be sustainable.</li><li>Beat your customer’s expectations – SVI’s customers get product to their customers before they expect to see it. If the customer says it will take nine months to launch a product, SVI will try to do it in three months.</li></ul>

The future of SVI – Expansion through acquisitions and opening factories outside of Thailand.Don’t let your business settle – Be progressive, push forward and strive for growth. SVI considers an annual growth rate of 15% to be sustainable.Beat your customer’s expectations – SVI’s customers get product to their customers before they expect to see it. If the customer says it will take nine months to launch a product, SVI will try to do it in three months.

Business DNA: Legend of the Turnaround Master

Thailand

SVI Public Company Limited provides printed circuit board contract manufacturing services.  Most of its customers are original equipment manufacturers of computer peripheral products, telecommunication equipment, and industrial equipment and instruments.

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SVI Pcl (SVI TB)

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

Business DNA: Legend of the Turnaround Master

The future of SVI – Expansion through acquisitions and opening factories outside of Thailand. Don’t let your business settle – Be progressive,...

A. Stotz Investment Research

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