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).

Snippets #26: BTS Goes Shopping, Thai Tourism Rescue Plan

Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain

Snippets #28: BTS Opens a School, Central/GPSC Deal Updates

BEAUTY: Gorgeous Growth and Pretty Profitability

IPO Radar: Do Day Dream, the Turbo-Charged Snail Cream Startup

Little Thai-Coons of 2018 (Part I): Chemistry of Wealth

Beauty Community: Booking Profits... With the Founder

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 Personal products / Thematic (Sector/Industry)

Internally, there was a lot of argument about whether to include the word 'emerging' in the title. Some argue that cosmetics is as old as the country itself. There is a Thai saying that 'chicken are beautiful because of their feathers, and women are beautiful because they make up.' It sounds a little fake, but it's been around for many centuries. But one thing we all agree on is this: Cosmetics today is not what it used to be. It's a billion dollar business that grows faster than the economy, or…

Internally, there was a lot of argument about whether to include the word 'emerging' in the title. Some argue that cosmetics is as old as the country itself. There is a Thai saying that 'chicken are beautiful because of their feathers, and women are beautiful because they make up.' It sounds a little fake, but it's been around for many centuries. But one thing we all agree on is this: Cosmetics today is not what it used to be. It's a billion dollar business that grows faster than the economy, or…

Battle of the Beauties: The Emerging Cosmetics Industry in Thailand