Consultation

Equity Screen Commission

We build a fresh candidate list from stated criteria — sector, valuation band, balance-sheet rules — then walk you through survivors and discards.

What we deliver

A commissioned equity screen starts with your constraints — market, sector, size, valuation ceilings, leverage limits, dividend needs — and ends with a short candidate set plus a discard log explaining why popular names failed your rules.

How it differs from a watchlist review

A watchlist review critiques names you already follow. A screen commission starts from an empty page and produces a new longlist you can adopt or ignore. Many clients commission a screen first, then book a watchlist review once the list has lived with them for a quarter.

Included

  • Criteria workshop (45–60 minutes)
  • Screening pass across the agreed universe
  • Written candidate memo (typically 8–15 names)
  • Discard notes for notable exclusions
  • One debrief call

Fees and timing

From THB 28,000 for a single-market screen. Cross-market or multi-sector mandates are scoped individually. Typical turnaround is one to two weeks after criteria are locked.