Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

<p><strong>One of our last company visits in September was the Lam Soon Group</strong>. These guys are basically a holding company for a number of soft commodities products. Originally based in Singapore, the Thai unit has become independent and is all run by locals. A listed subsidiary they have is UPOIC (United Palm Oil), and the non-listed consumer brand UFC (United Foods) is fairly famous not only for drinks products but also snacks. It’s one of the major local brands along with Amphol Foods and Surapol Foods…</p>

One of our last company visits in September was the Lam Soon Group. These guys are basically a holding company for a number of soft commodities products. Originally based in Singapore, the Thai unit has become independent and is all run by locals. A listed subsidiary they have is UPOIC (United Palm Oil), and the non-listed consumer brand UFC (United Foods) is fairly famous not only for drinks products but also snacks. It’s one of the major local brands along with Amphol Foods and Surapol Foods…

Lam Soon Group: Not So Sunny Under This Palm Tree

Thailand

United Palm Oil Industry Public Company Limited produces crude palm oil and palm kernel seeds. The Company sells its products to refineries.

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United Palm Oil Industry (UPOIC TB)

Lam Soon Group: Not So Sunny Under This Palm Tree

One of our last company visits in September was the Lam Soon Group. These guys are basically a holding company for a number of soft commodities...

Athaporn Arayasantiparb, CFA

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