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).

IPO Radar: Yggdrazil, The Viking Tree of Game and Animation...in Thailand?

Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade

The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals

Silicon September 1.0: Ride Hailing and Autonomous Driving

Netmarble Games Valuation Issue & Kabam's Vancouver Unit Acquisition

Equity Bottom-Up

<p><strong>AsiaSoft </strong>turned their first quarterly profit like…ever. In Q1’16, they were still losing almost Bt60m, but they managed to eke out Bt10m profit this year. According to management, a big part of this is just better cost management yo. They’re still in the process of looking for a CFO, but they have pooled together many central functions into Singapore, especially those were the content are in English…This includes Malaysia and Philippines, just in case you were wondering. It’s also the first time…</p>

AsiaSoft turned their first quarterly profit like…ever. In Q1’16, they were still losing almost Bt60m, but they managed to eke out Bt10m profit this year. According to management, a big part of this is just better cost management yo. They’re still in the process of looking for a CFO, but they have pooled together many central functions into Singapore, especially those were the content are in English…This includes Malaysia and Philippines, just in case you were wondering. It’s also the first time…

AsiaSoft's First Profit & Ride With the Devils

Asphere Innovations

AsiaSoft's First Profit & Ride With the Devils