Tire and Rubber Product Business Investment Opportunities in Samut Prakan

1. Promoter experience & operational history. - 20-year track record: the company has been operating for approximately 20 years, proving its ability to survive economic cycles (including covid-19 lockdowns) with minimal disruption. - Institutionalized knowledge: The business has moved beyond a "Mom-and-pop" structure by institutionalizing standardized operating systems and safety practices. - Transition support: the founder-CEO is willing to retain a minority stake and actively support a structured transition, mitigating the "Key person risk" often found in logistics buyouts. 2. Business relationships & contract quality. - High switching costs (the "Moat"): The company has secured service contracts extending up to five years, significantly outperforming the industry standard of one-year renewable contracts. - Blue-chip & MNC client base: The client list consists of multinational corporations and cross-border entities. These clients view the company as a strategic partner rather than a commoditized vendor, evidenced by their requests for the company to build new regional distribution hubs. - Backlog visibility: Demand currently exceeds fleet capacity. Clients have provided multi-year volume commitments, offering the buyer clear visibility into future cash flows and immediate ROI on new capital expenditure (fleet expansion). 3. Revenue model & diversification. - Defensive revenue mix: The revenue base is exceptionally well-diversified, protecting the business from sector-specific downturns. No single industry dominates the P&L. The portfolio is split relatively evenly (approx. 15–30% each) across: - Food & beverage (high-frequency, recession-resistant) - Automotive spare parts. - Manufacturing. - Consumer goods (Mattress/bedding/clothing) - Rubber & tires. - Integrated value chain: Revenue is generated across multiple logistics tiers from factory transport to distribution center delivery and final retail replenishment. This cross-selling capability increases the "Share of wallet" per client. - Margin expansion: The recent introduction of cold chain logistics and a tech-enabled route management system has shifted the revenue mix toward higher-margin services, resulting in a significant EBITDA uplift last year (THB 55.2m EBITDA on THB 120m revenue). 4. Awards & compliance standards. - Barrier to entry: The company holds ISO 9001:2015 and Q-Mark certifications. - Strategic value: These certifications are described as "Non-negotiable requirements" for the company's multinational clients. By maintaining these high standards and consistently passing performance audits, the company effectively locks out lower-quality, uncertified competitors from bidding on these premium contracts.

Vertically integrated manufacturer of premium, fully customized interior solutions serving high-end commercial projects. - Operates on a strict B2B model, working closely with contractors, architects, and interior designers who control project specifications. - Serves a diversified client base of approximately 500 customers, including projects for publicly listed technology companies, hospitals, and luxury hotels. - Core strength lies in the “specification-driven” sales strategy, where products are specified in the Bill of Quantities (BOQ), creating highly defensible and repeatable revenue. - Maintains a strong project conversion rate of over 60%, reflecting deep market positioning and differentiated capabilities. - Offers end-to-end vertical integration covering in-house design, manufacturing, technical support, and installation. - Specialized in custom manufacturing using metal, stone, and wood, enabling high margins and premium pricing. - Supported by a stable workforce of around 55 employees with low attrition, preserving technical know-how and execution capability. - The business has a long operational track record, originally established as an overseas expansion bringing international standards to the local market. - The business operates with a valid business registration certificate.

1. Promoter experience & history. - Led by a Korean founder: The business was established and scaled by a Korean national, ensuring the brand maintains an "authentic" positioning that competitors struggle to replicate. - 8 tear track record: The first store was launched 8 years ago. The founder has successfully navigated the business through multiple cycles (including the pandemic era) and expanded to 3 branches. - Codified IP: The founder has created proprietary founder-codified recipes, meaning the IP is transferable to a new owner and not dependent on a specific chef's intuition. 2. Revenue model. - High-volume buffet model: The core revenue stream is an all-you-can-eat service positioned at a mainstream price point. - Discount-averse strategy: Unlike many buffet chains that rely on heavy promotions to drive volume, this business drives recurring traffic without reliance on margin-eroding discounts. - Turnkey cash yield: Two of the three branches are fully mature, past their payback period, and generating stable monthly cash flow. 3. Clients & demographics. Target profiles: The customer base is a mix of volume drivers and brand validators: - Students & office workers: Providing high foot traffic during weekdays. - Families: Core weekend demographic. - Korean expats: A key demographic that validates the food’s authenticity to the local market. - Locations: Strategically placed in "Bangkok's busiest areas" with dense student and office foot traffic. 4. Business relationships & operations. - MOU labor pipeline: A critical operational asset. The company has an established referral network for MOU serving assistants. This minimises recruitment friction, a major pain point in the Thai F&B sector and ensures consistent staffing across branches. - Supply chain controls: The business utilizes strict supply chain controls to maintain quality across multiple locations, implying established vendor relationships. 5. Financial snapshot. - Revenue trend: Consistent growth and stability. 2 years ago: THB ~50M. Last year: THB ~52M. 6. Awards & recognition. Brand equity: The primary accolade listed is the 8-year brand goodwill and established recognition among the Korean expat community.

Based in Thailand, the business specializes in developing indie games, targeting casual players within the indie game genre. - Currently in pre-revenue stage, the company has completed 1 game development focusing on quality gameplay; an optimization process is in progress with a release planned for January next year. - A second, larger-scale indie game is in the planning stages, demonstrating the company's ambition to expand its game portfolio. - The revenue model centers around premium game sales on PC platforms like Steam, with future opportunities for downloadable content (DLC) and updates enhancing player engagement. - Led by a skilled developer and a small team, the project emphasizes a hands-on approach to game design, programming, and production, ensuring high standards and project management efficiency. - The initial game will mark the company’s first commercial entry into the market, showcasing a commitment to quality and effective scope control without prior commercial products. - Development has been self-funded thus far, highlighting the team's commitment to their vision while actively seeking investment to finalize development, enhance marketing efforts, and facilitate successful platform launch. - There are no industry-specific licenses or certifications required to operate, streamlining the entry into the gaming market.

Thailand's first process-oriented industrial energy efficiency start-up, focused on reducing energy costs and enhancing energy efficiency across various sectors. - Primarily serves large industrial companies, with 2 active global clients and plans to onboard additional clients in the future. - Unique Selling Proposition is aiming to lower energy costs without compromising production quality or comfort, ensuring optimal system performance across multiple energy sources. - Utilizes various analysis methods to identify energy-saving opportunities, helping clients save on energy costs per unit product and per operation hour. - Supports enterprises in reducing their carbon footprint and achieving respective sustainability targets through innovative energy solutions. - Operates on contract-based monthly billing cycles, and implementing around 10 projects annually for each client. - Established and registered in Thailand, aligning with local energy efficiency initiatives and regulations.

Operates as a premium solar engineering and construction (EPC) company serving Thailand’s Isaan region, including Korat and Buriram. - Specializes in hybrid solar power systems using authorized Deye hybrid inverters combined with Tier-1 solar panels and battery storage. - Delivers end-to-end EPC services covering engineering, procurement, installation, and commissioning with high-quality finishing standards. - Provides commercial Power Purchase Agreement (PPA) solutions, installing solar systems at zero upfront cost through a structured partnership model. - Designs and installs off-grid and resort-scale energy systems, including large battery banks and high-capacity solar arrays for energy independence. - Supplies and installs solar water heating systems for residential and commercial clients. - Operates with a diversified revenue model combining EPC project income and long-term recurring PPA revenues. - Focuses on expat and foreign investor clients, offering high-trust, English- and German-language project execution in a fragmented local market. - Led by a promoter with strong construction, engineering, and financial background, supported by long-standing regional operating presence. - Maintains strategic partnerships for supply chain access, project financing, and exclusive real estate market channels.

Real estate tokenization platform operating under a global brand network with 12,000+ offices across 70+ countries. - Only tokenization platform in the world operating under a truated brand with nationwide reach. - Offers tokenization of real estate across Bangkok, Phuket, Pattaya, Hua Hin, and Chiang Mai for global investors. - Generates revenue primarily through sales commissions on tokenized real estate offerings. - Operated by a lean team of 6 employees with Bangkok based operations. - Intangible assets include global brand licenses covering five major Thai regions and a valid business registration. - Founder-funded company with no debts or outstanding loans. - Seeking investment to expand territories and accelerate technology development for broader market reach.

The business specializes in repackaging food-grade tapioca starch for retail distribution and upgrading native starch into premium food-grade quality. - The business has over 100 repeat purchasers across diverse food manufacturing verticals. - Top clients show exceptional loyalty, such as "Glass Noodles Factory" (28 years relationship) and " Rice Vermicelli Food Product" (28 years relationship) - Synergistic dual-business model: Model A (Asset-Light Trading): High-volume trading where mills ship directly to customers, keeping overhead low. Model B (Value-Add Grading): Sourcing, regrading, and repackaging flour at their own facility to capture higher margins. - (Founder/CEO): Has approximately 32 years of operating history. He possesses a deep practical understanding of trading, logistics, and product quality, transitioning from a successful pepper trading business. - (GM): Worked as a design engineer for 4 years prior to and currently operates a separate business trading dried cassava pulp. - Clients: The company enjoys a "sticky" customer base with long-term partnerships. Top clients have been trading with the company for 15–28 years. - Suppliers: Established a deep-rooted network with major tapioca mills, with some relationships lasting up to 31 years. This ensures priority access to supply even in tight market conditions. - Halal certificate: Issued by the Central Islamic Council of Thailand (CICOT). - Export Permit: Issued by the Department of Foreign Trade, Ministry of Commerce. - Factory Notification Certificate: (Ror. Ngor. 2 / รง. 2). - Tapioca Association membership: Facilitates export documentation and industry connections.