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).

Reality Check 2017: What's With MONO and HBO Yo?

Revisiting Thai Media: Stronger than Initially Expected

Revisiting Thai Media...The Three Musketeers

Equity Bottom-Up

<p><strong>Renaissance Ahead? </strong>We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good comeback from their lows at around Bt17/sh, and they're trading in the Bt19-20/sh range right  now. Meeting with the Theory's originator LTK, we argued (&amp; he sort of agreed) that even if his theory was true, BEC isn't exactly trying to de-list itself. What they are trying to do is buy back some shares on the cheap and give them to their top stars…</p>

Renaissance Ahead? We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good comeback from their lows at around Bt17/sh, and they're trading in the Bt19-20/sh range right  now. Meeting with the Theory's originator LTK, we argued (&amp; he sort of agreed) that even if his theory was true, BEC isn't exactly trying to de-list itself. What they are trying to do is buy back some shares on the cheap and give them to their top stars…

BEC World Public

BEC's Comeback: Hollywood Frenemies?