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).

Big Brother (Ep. 4): The Invisible Power Company

Equity Bottom-Up

Total Access Communication / Equity Bottom-Up

<p>Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but some quasi-state entities. In this review, we profile DTAC, barely the second largest mobile operator, which is controlled by Norweigian telecom state enterprise Telenor. We also look at Glow, a really well run power company that is controlled by GDF Suez. GDF is France's equivalent of EGAT. There's more, but these are the two most important ones. Investment-wise, we consider DTAC our top pick and M&amp;A play in the telecom sector. Unlike Thai state enterprises, foreign ones are really well run yo. The only mission they are on is making big bucks on taxpayer's dime.</p><p>Wanna take a look at my military satellite map? Ah...forget about it yo. I got things to do and places to go to.</p>

Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but some quasi-state entities. In this review, we profile DTAC, barely the second largest mobile operator, which is controlled by Norweigian telecom state enterprise Telenor. We also look at Glow, a really well run power company that is controlled by GDF Suez. GDF is France's equivalent of EGAT. There's more, but these are the two most important ones. Investment-wise, we consider DTAC our top pick and M&amp;A play in the telecom sector. Unlike Thai state enterprises, foreign ones are really well run yo. The only mission they are on is making big bucks on taxpayer's dime.Wanna take a look at my military satellite map? Ah...forget about it yo. I got things to do and places to go to.

Big Brother (Season Finale): Gaijins At the Gates