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).

Hungry Go Where? Jumbo Group Looks Tasty at 15.2x FY19 Ex-Cash and Best-In-Class ROIC

ASIAN (ASIAN TB): Pet Food and Aqua Feed to Drive Growth

Cafe De Coral - Tough Time Ahead as Upside Is Limited

ASIAN: Premium Pet Food Offers Premium Margins

Equity Bottom-Up

The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you typically do in the computer hardware, electronics, or auto sectors. But Asia Seafood says they are the OEM of seafoods. Basically, they can do anything like Thai Union: can your tuna, process or freeze your shrimp, even turn it into simple dishes. The only thing they don’t do is branding and marketing. Their expertise is in manufacturing yo. The…

The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you typically do in the computer hardware, electronics, or auto sectors. But Asia Seafood says they are the OEM of seafoods. Basically, they can do anything like Thai Union: can your tuna, process or freeze your shrimp, even turn it into simple dishes. The only thing they don’t do is branding and marketing. Their expertise is in manufacturing yo. The…

Asian Seafoods: These Days, Even Shrimps Need an OEM