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).

Jasmine Investigations...No Pain, No Gain

Thaicom: Heads You Win, Tails...You Win a Little Less

Event-Driven

<p>Jasmine has been on the hidelines for a few days. It appears we probably made a mistake by selling the the stock at Bt7.25/sh, even though we did realize a nice 25% profit on a very big position. Since then, Jasmine has actually risen to Bt7.65/sh (when it peaked...now back to 7.4), and CEO Pete, with the blessings of Thailand's most valuable bank SCB, made a tender offer for the subsidiary JTS as well.  Technically, I know I should be buying Jasmine again, but I realize that behavorial finance…</p>

Jasmine has been on the hidelines for a few days. It appears we probably made a mistake by selling the the stock at Bt7.25/sh, even though we did realize a nice 25% profit on a very big position. Since then, Jasmine has actually risen to Bt7.65/sh (when it peaked...now back to 7.4), and CEO Pete, with the blessings of Thailand's most valuable bank SCB, made a tender offer for the subsidiary JTS as well.  Technically, I know I should be buying Jasmine again, but I realize that behavorial finance…

Digital Telecommunications Infrastructure Fund (DIF TB)

Digital Telecommunications Infrastructure Fund

3BB Internet Infrastructure Fund (3BBIF TB)

Jasmine Telecom Systems

A Rose by Any Name...How About Jasmine?