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).

Event-Driven

Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by financial metrics, but they have some impact on the sectors they currently operate in. <ul><li>
TICON's takeover of Rojana. The TCC Group ( <a href="https://www.smartkarma.com/insights/tcc-group-the-man-with-the-iron-wallet" target="_blank" data-smartkarma-citation="insights:16450">TCC Group: The Man With the Iron Wallet</a>) basically plans to use TICON, an industrial estate developer known for leasing out ready-made factories, to acquire Rojana, a more conventional developer. The combined company will…</li></ul>

Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by financial metrics, but they have some impact on the sectors they currently operate in. 
TICON's takeover of Rojana. The TCC Group ( TCC Group: The Man With the Iron Wallet) basically plans to use TICON, an industrial estate developer known for leasing out ready-made factories, to acquire Rojana, a more conventional developer. The combined company will…

Thematic (Sector/Industry)

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a low season, and this is why many companies have seasonally weak Q3. In the event of flood similar to the South ( <a href="https://www.smartkarma.com/insights/south-series-part-2-here-comes-the-flood" target="_blank" data-smartkarma-citation="insights:8328">South Series (Part 2): Here Comes The Flood</a>), there would likely be some stocks that benefit from the reconstruction theme, though we feel this is now quite unlikely. Thailand has not had a major flood in key economic zones like Bangkok and…

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a low season, and this is why many companies have seasonally weak Q3. In the event of flood similar to the South ( South Series (Part 2): Here Comes The Flood), there would likely be some stocks that benefit from the reconstruction theme, though we feel this is now quite unlikely. Thailand has not had a major flood in key economic zones like Bangkok and…

Stocks and Things to Watch Out For During the Rainy Season

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing investing strategies and found it quite interesting. Firstly, they defined open source and explained why it was so useful. Typically, open source is free and bound by certain license terms; it allows various users to change the source code and develop commercial applications for it. Probably, the best example of this is how Bloomberg terminals, a highly…

Thailand

Rojana Industrial Park Public Company Limited is a property development company which concentrates in industrial estate development projects.  The Company develops land sites suitable for industrial use such as small factories, while providing infrastructure and facilities such as electricity, water, telephone lines, employee housing and restaurants.

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Rojana Industrial Park (ROJNA TB)

Notable Thai Deals for H1'18

Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...

Athaporn Arayasantiparb, CFA

Stocks and Things to Watch Out For During the Rainy Season

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a...

Athaporn Arayasantiparb, CFA

EB on Open Source & Investing

Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...

Athaporn Arayasantiparb, CFA

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