Consultation
Watchlist Review
A structured session that ranks the equities you already follow, flags weak theses, and clarifies which names deserve capital first.
Who it is for
Investors who already maintain a watchlist of listed equities and want an independent ranking before adding capital, trimming positions, or sitting through an earnings season. Typical clients hold between eight and twenty-five names across Thai, regional ASEAN, or selected developed markets.
Result you leave with
A ranked shortlist with clear keep / reduce / park recommendations, notes on the weakest theses in your set, and valuation or balance-sheet flags you may have underweighted. You do not receive trade instructions or guaranteed outcomes — you receive reasoned prioritisation.
Scope included
- Pre-read of your submitted list (tickers, entry rationale if available, approximate weight)
- Live discussion covering earnings quality, leverage, competitive position, and valuation stretch
- Explicit discussion of liquidity and concentration risk where relevant
- Written summary with ranking and open questions for your next review cycle
Scope excluded
- Continuous portfolio management or discretionary trading
- Options strategies, futures, or crypto
- Tax, legal, or regulatory advice under Thai or foreign law
- Access to a software product or real-time alert feed
Provider and process
Sessions are led by a Deploymesh Hub equity analyst. After you book, we send a short intake form. You return your list at least two business days before the session. We meet for about ninety minutes, then deliver the written summary within three business days.
Duration and delivery
Ninety minutes live, plus preparation on our side. Meetings take place at Level 8, 76 Sukhumvit Road, Bangkok 10110, or by video if you prefer. Materials are delivered by encrypted email.
Preparation
Share tickers, approximate position sizes if you are comfortable, and any hard constraints (no financials, ESG preferences, currency limits). Incomplete lists still work; thinner context simply means more of the session is spent clarifying intent.
Constraints
We review listed equities only. Illiquid small-caps may be discussed but will carry stronger liquidity caveats. Sessions covering more than twenty names require an extended fee quote.
Fees
From THB 12,500 for up to twenty names. Larger lists or multi-market scopes are quoted before confirmation. A fifty percent deposit holds the calendar slot.
Next step
Request a watchlist review with your market focus and approximate list size. We reply within one business day with availability.