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).

Amata: Boring in Bangkok, Shining in Vietnam

The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam

Company Visits: The Best of November/December 2018

Three of a Kind: Piles, Furnitures, and Lighting

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).

Equity Bottom-Up

<p>As you know, the word "Amata" in Thai basically means immortal. Apart from being the biggest industrial estate developer in Thailand, they also have a large (and more promising) presence in Vietnam as well as power joint ventures with BGRIM ( <a href="https://www.smartkarma.com/insights/b-grimm-interview-with-the-cfo" target="_blank" data-smartkarma-citation="insights:16967">B Grimm: Interview With the CFO</a>). With that brief intro, we assume you haven't forgotten them, so let's get started. At the end of the day, Vietnam's economy is growing 7.5% (vs only 4.7% for Thailand in the most optimistic case) and has a younger…</p>

As you know, the word "Amata" in Thai basically means immortal. Apart from being the biggest industrial estate developer in Thailand, they also have a large (and more promising) presence in Vietnam as well as power joint ventures with BGRIM ( B Grimm: Interview With the CFO). With that brief intro, we assume you haven't forgotten them, so let's get started. At the end of the day, Vietnam's economy is growing 7.5% (vs only 4.7% for Thailand in the most optimistic case) and has a younger…

Amata Corp Public

AMATA: The Immortals of Vietnam