PerceptiveNode
info@perceptive-node.com
+6653111950
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Building Financial Clarity Since 2019

We transform complex financial statements into actionable trading insights for professionals navigating Thailand's dynamic markets

Our Foundation Story

Back in 2019, I was sitting in a Bangkok coffee shop with three colleagues, frustrated by the gap between raw financial data and practical trading decisions. We'd spent hours analyzing quarterly reports, but translating those numbers into market moves felt like guesswork.

That conversation sparked PerceptiveNode. We realized Thai markets needed analysts who understood both the technical depth of financial statements and the practical realities of local trading conditions.

What started as weekend projects analyzing SET50 companies grew into comprehensive research that trading firms actually wanted to buy. By early 2020, we'd established our Hat Yai office and begun serving institutional clients across Southeast Asia.

Today, our research influences over 2.8 billion baht in trading decisions monthly. But we're still that same team—just with better coffee and more sophisticated models.

Financial analysis workspace with multiple monitors displaying market data and financial charts

What Drives Our Work

Precision Analysis

We dig deeper than surface metrics, examining cash flow patterns, debt structures, and operational efficiency that others miss in their quarterly rush.

Market Context

Numbers mean nothing without context. We factor in regulatory changes, sector dynamics, and regional economic shifts that impact Thailand-listed companies.

Actionable Speed

Markets move fast. Our analysis reaches clients within 6 hours of earnings releases, giving traders time to position before momentum shifts.

How We Analyze Every Statement

Our process combines forensic accounting techniques with market timing analysis, refined through six years of tracking prediction accuracy.

1

Statement Acquisition

We pull filings within 30 minutes of SET publication, often catching amendments and footnote changes that automated systems miss.

2

Ratio Deep Dive

Beyond standard ratios, we calculate custom metrics like working capital velocity and earnings quality scores that reveal operational health.

3

Historical Comparison

Every metric gets compared against 8 quarters of company history plus industry medians, highlighting deviation patterns that suggest trend changes.

4

Market Synthesis

Financial insights merge with technical analysis, options flow, and institutional positioning data to create trading recommendations with defined risk parameters.

The People Behind the Analysis

Professional headshot of Siriporn Kanchanakit, Senior Financial Analyst

Siriporn Kanchanakit

Senior Financial Analyst

Siriporn leads our fundamental analysis team with 12 years of experience in equity research. She previously worked at Kasikorn Securities and specializes in energy and industrial sector analysis. Her models correctly predicted the 2023 petrochemical sector downturn three quarters early.

847

Companies Analyzed

73%

Prediction Accuracy

4.2hrs

Average Analysis Time

156

Active Subscribers

Our Analytical Philosophy

We believe financial statements tell stories, not just numbers. Every balance sheet reflects management decisions, market conditions, and operational challenges that shape future performance.

Our team combines CFA-level analytical training with practical trading experience. Most of us have managed portfolios or worked trading desks, so we understand what information actually moves markets versus what just looks impressive in presentations.

We're constantly testing our assumptions. Each quarter, we review our previous predictions, identify where we went wrong, and adjust our models. This continuous learning process has improved our accuracy by 23% since 2022.