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).

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Thematic (Sector/Industry)

<p>We examine the unlikely, but not non-existent, chance of the Democrats winning the next general elections in 2017. If the Democrats win the elections, we think those with close ties to them, such as the banks and True Corp could benefit somewhat. Rubber company STA should also be a beneficiary, given its ties to the South (the Democrat's most loyal voter base. We are less confident on construction. Though the swing vote party's presence bodes well for STEC, we do not believe the Democrats will be as proactive on infrastructure spending as the military given their natural caution, but we believe Democrat governments are rational and best for the long run, if unexciting in the short term.</p><p>Companies with links to Thaksin will naturally lose out, since no government is 100% impartial. The pro-Thaksin faction has links to the Intuch and some property companies such as SC Asset. BEC World, Samart, and Jasmine also belongs to long-time (and loyal) Thaksin allies, and we would be cautious on these names if the Democrats win.</p>

We examine the unlikely, but not non-existent, chance of the Democrats winning the next general elections in 2017. If the Democrats win the elections, we think those with close ties to them, such as the banks and True Corp could benefit somewhat. Rubber company STA should also be a beneficiary, given its ties to the South (the Democrat's most loyal voter base. We are less confident on construction. Though the swing vote party's presence bodes well for STEC, we do not believe the Democrats will be as proactive on infrastructure spending as the military given their natural caution, but we believe Democrat governments are rational and best for the long run, if unexciting in the short term.Companies with links to Thaksin will naturally lose out, since no government is 100% impartial. The pro-Thaksin faction has links to the Intuch and some property companies such as SC Asset. BEC World, Samart, and Jasmine also belongs to long-time (and loyal) Thaksin allies, and we would be cautious on these names if the Democrats win.

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

Abhisit 2.0: Game of Thrones Thai Style