People Behind the Analysis
We're a group of analysts who got tired of surface-level financial commentary. Most industry reports tell you what happened—we focus on why it matters and what it means for your portfolio decisions. Our backgrounds span equity research, credit analysis, and portfolio management across markets in Southeast Asia and beyond.
What Guides Our Work
We built Connect Neo because we kept seeing the same problem. Investment professionals waste hours sorting through generic research that doesn't answer the specific questions they actually have.
Our approach started from a simple question: what if we just focused on the analysis that matters? Not the decorative charts or the recycled macro commentary, but the actual insights that change how you think about an investment.
Question Everything
Consensus views usually miss something important. We dig into the assumptions that everyone else accepts without thinking.
Context Over Noise
Financial data without context is just numbers. We connect the dots between company fundamentals and broader market dynamics.
Honest Uncertainty
When we don't know something or when the data is ambiguous, we say so. Confidence without evidence helps nobody.
Regional Reality
Thailand and Southeast Asian markets don't behave like Western markets. We focus on what actually drives decisions here.
Who Does the Analysis
Small team, deep expertise. We prefer spending time on research rather than managing a large organization.
Siriporn Watcharapon
Lead Research AnalystSiriporn spent eight years at a regional investment bank covering Thai industrials and consumer sectors before she realized she was writing for compliance departments instead of actual investors. She joined us in early 2024 because she wanted to write analysis that people would actually read and use.
Her strength is spotting operational changes before they show up in quarterly numbers. When a company's working capital trends start shifting, she's usually already written about why.
How We Actually Work
Most research follows a template: company overview, financial summary, valuation multiples, recommendation. We think that's backwards. The interesting questions come first, then we figure out what analysis helps answer them.
When we cover a company, we start by talking to people who work with them—suppliers, customers, former employees when possible. Financial statements tell you what happened. Conversations tell you why it happened and whether it's likely to continue.
- We spend more time reading regulatory filings than investor presentations
- Our models focus on the three or four variables that actually drive value
- We track management credibility across multiple quarters and compare words to results
- Industry checks happen before we write, not after someone questions our conclusions
- When our analysis changes, we explain what we got wrong the first time
Work With Us
We're selective about client relationships because our model depends on doing deep work rather than broad coverage. If you value analysis that challenges your thinking rather than confirming what you already believe, let's talk.
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