Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

<p>In the previous (forked) insights, we talked about how some companies let themselves fall out of relevance and why some manage to make a comeback ( <a href="https://www.smartkarma.com/insights/turnarounds-finding-a-phoenix-in-the-land-of-the-dead" target="_blank" data-smartkarma-citation="insights:8194">Turnarounds: Finding A Phoenix In the Land of the Dead</a>), but there is a third category of companies that were chronicled in Intel CEO Andy Grove’s book <em>Only the Paranoid Survive</em>, these are what we term as “Evolvers”. They change before the need arises, and because they see paradigm shifts that others don’t, there will be second guessers and…</p>

In the previous (forked) insights, we talked about how some companies let themselves fall out of relevance and why some manage to make a comeback ( Turnarounds: Finding A Phoenix In the Land of the Dead), but there is a third category of companies that were chronicled in Intel CEO Andy Grove’s book Only the Paranoid Survive, these are what we term as “Evolvers”. They change before the need arises, and because they see paradigm shifts that others don’t, there will be second guessers and…

Thailand

T.K.S. Technologies PCL operates printing business.  The company's products are business forms such as tax invoices, bank deposit and withdrawal forms, offices papers such as photocopy papers, fax papers, and security form and advance forms such as promissory notes, stock certificates etc.  Through its subsidiary, the company operates computers and software wholesaling business.

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TKS Technologies (TKS TB)

Ahead of the Curve at TKS & Big Camera

In the previous (forked) insights, we talked about how some companies let themselves fall out of relevance and why some manage to make a comeback (...

Athaporn Arayasantiparb, CFA

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