For PE funds, corporate development and M&A advisors
Mid-market Thai manufacturers the usual databases barely cover, turned into English one-pagers with a deal thesis, a risk rating and five years of financials.
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Researched by a desk with 15 years in Southeast Asian industrial finance and private equity. Read a sample one-pager →
Every published target in one table. Filter by deal strategy, sector, margin and succession, then open any company.
Open a target and read it top to bottom, from the pitch and risk check to the full profile behind them.
Each target opens on its investment case and risk check, then gives the full profile behind it. In English, sourced from primary filings.
What the company is, three reasons it is a target for its deal type, why now, what you would have to believe, likely buyers and an indicative EV, beside a five-year revenue and margin chart.
The same six risks on every target, each rated clean, watch or material with its reason: earnings quality, leverage, concentration, succession, margin trajectory, ESG.
The argument in full: the thesis and value-creation levers, what the deal is not, key financial takeaways, and ownership, succession and governance.
Company facts, shareholders and management, the business model, and five years of financials: P&L, balance sheet, cash generation, ratios and a valuation bridge.
Every filing and source cited, with the version history, so any number can be traced back.
Every target is rated clean, watch or material on the same six risks, each with its reason. These are illustrative.
32 targets, each with a deal thesis, a risk rating and five years of financials. Sign in with your email; access is instant.
Economic updates, M&A signals and practical business guides for Thailand, from foreign-ownership rules to reading a company’s filings. Join the letter on Substack.
Ask anyone what the Foreign Business Act says and you get the same sentence back: foreigners can only own 49% of a Thai company.
Registered capital is the first number you see on a Thai company.
The August read: Q2 slowed to 1.9% but beat expectations, exports and AI capex carried it, manufacturing kept shrinking, and the World Bank's new flagship put a name to the prob…
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