Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Athaporn 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 22 years, of which 19 were in research and 9 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 performs financial advisory services for TKC Services and provides 11 other on-going thematic series ranked by frequency in descending order, namely:

1) Snippets (news-driven);
2) Sathorn Series (financial services);
3) Silicon Stories (technology); 
4) Thai-Coons (billionaire origin series);
5) Reality Check (data-driven, investigative);
6) Thai Media Spotlight;
7) Political Pit Stop; 
8) Telecom Review; 
9) Thai Macro Watch (read-through from foreign events);  
10) Small Cap Diary; and
11) Property Grid

There are also 3 limited-time series driven by specific events or locations, namely:
1) Thai Corona Crisis;
2) South Series; and
3) Mechanics and Details (deal forensics).

Singapore Airlines - Take off Remains Unclear

Auto Updates Yo: Glimmers of Hope...Not for Everyone

Three of a Kind: Piles, Furnitures, and Lighting

Equity Bottom-Up

Thai Summit Group is one of the largest industrial groups in Thailand, mainly doing auto parts. It was founded by the Jungrungroengkij family, who once supported the Thaksinites but have since defected to the swing vote party Bhumjaitai. This family is also a splinter of the Jurangkool family which recently acquired a big stake in Nok Air. In other words, they are BIG!! But most of their assets are not listed. We stumbled upon the tip of the dragon’s tail recently when we met Thai Steel Cable…

Thai Summit Group is one of the largest industrial groups in Thailand, mainly doing auto parts. It was founded by the Jungrungroengkij family, who once supported the Thaksinites but have since defected to the swing vote party Bhumjaitai. This family is also a splinter of the Jurangkool family which recently acquired a big stake in Nok Air. In other words, they are BIG!! But most of their assets are not listed. We stumbled upon the tip of the dragon’s tail recently when we met Thai Steel Cable…

Thai Steel Cable

A Glimpse into Thai Summit Group