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).

PTL (PTL TB): Profitability Recovery in Stable Growth Market

PTL (PTL TB): New Ultra-Efficient Plant in Indonesia

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).

Thematic (Sector/Industry)

Thailand Industrials / Thematic (Sector/Industry)

<p>A lot has been made of the capital controls in Turkey and the 7% tumble in the lira against the USD in recent weeks. It has dragged down many emerging markets currency and led to renewed sell-off in Asian markets, including Thailand. Our position, which was largely positive this month, turned into an immediate loss a few days after the crisis, so it's fair to say that <em>MCorp Review </em>has taken note of this.</p><ul>
<li>Outside of the stock market, economists and other pundits differ on their views of the…</li>
</ul>

A lot has been made of the capital controls in Turkey and the 7% tumble in the lira against the USD in recent weeks. It has dragged down many emerging markets currency and led to renewed sell-off in Asian markets, including Thailand. Our position, which was largely positive this month, turned into an immediate loss a few days after the crisis, so it's fair to say that MCorp Review has taken note of this.
Outside of the stock market, economists and other pundits differ on their views of the…


A Turkish Tumble in Thailand