Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Equity Bottom-Up

Comanche International / Equity Bottom-Up

<p>You know...Sometimes, life is pretty simple. Software is a high margin business, and the hotel industry is as good as it gets ( Check out <a href="https://www.smartkarma.com/insights/thai-strategy-2018-part-iii-sector-outlook-highlights" target="_blank" data-smartkarma-citation="insights:15856">Thai Strategy 2018 (Part III): Sector Outlook &amp; Highlights</a> and <a href="https://www.smartkarma.com/insights/thai-hotels-sky-s-the-limit-for-most" target="_blank" data-smartkarma-citation="insights:13116">Thai Hotels: Sky’s the Limit! (...for Most)</a> Put the two together, and you get Comanche, a stock that we've held since we first visited them in June. Sure, they stumble once in a while. Who hasn't? But at the end of the day, the important thing is that they get back on their feet like the real…</p>

You know...Sometimes, life is pretty simple. Software is a high margin business, and the hotel industry is as good as it gets ( Check out Thai Strategy 2018 (Part III): Sector Outlook &amp; Highlights and Thai Hotels: Sky’s the Limit! (...for Most) Put the two together, and you get Comanche, a stock that we've held since we first visited them in June. Sure, they stumble once in a while. Who hasn't? But at the end of the day, the important thing is that they get back on their feet like the real…

Comanche: The Closest Thing to a Thai Microsoft

DV8 Public Company Limited / Equity Bottom-Up

<p>We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these Demeter dudes seem to think one of their ventures could turn out to  be some kinda Thai Youtube or Facebook Live, and there aren’t many similar ventures here yet, so we think it’s worth a mention. Life’s short, and sometimes the only way to get rich is through luck. While we wouldn’t bet your kid’s lunch money on it, this might be a speculative buy…</p>

We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these Demeter dudes seem to think one of their ventures could turn out to  be some kinda Thai Youtube or Facebook Live, and there aren’t many similar ventures here yet, so we think it’s worth a mention. Life’s short, and sometimes the only way to get rich is through luck. While we wouldn’t bet your kid’s lunch money on it, this might be a speculative buy…

Thailand

Filter Vision Public Company Limited provides water treatment products. The Company manufactures water filter cartridges, automatic control valves, fiberglass water storage tanks, and UV disinfection systems.

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Filter Vision (FVC TB)

Comanche: The Closest Thing to a Thai Microsoft

You know...Sometimes, life is pretty simple. Software is a high margin business, and the hotel industry is as good as it gets ( Check out Thai...

Athaporn Arayasantiparb, CFA

Thai YouTube?

We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these...

Athaporn Arayasantiparb, CFA

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