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).

New J. Hutton Exploration Report (Week Ending 01/02/19)

New J. Hutton Exploration Report (Week Ending 22/02/19)

New J. Hutton Exploration Report (Weeks Ending 08/03/19)

GOLD:  39% Sales Growth Along with Margin Expansion

IPO Radar: CHAYO, the Next JMT (Debt Collection Biz)

GOLD: Determined Plan to Reach Top Five in Thai Property

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).

Equity Bottom-Up

Golden Land Property Development / Equity Bottom-Up

Golden Land Property Development (GOLD TB)

<p><strong>We had a lightning-quick series of meetings with three companies today</strong>, and noting that the biggest ones just met our pals at <a href="https://www.smartkarma.com/companies/965" target="_blank" data-smartkarma-citation="companies:965">Country Group</a> so recently, these companies must be pretty busy too. The debt collector here is CHAYO, a follow-up on the IPO we introduced earlier in <a href="https://www.smartkarma.com/insights/ipo-radar-chayo-the-next-jmt-debt-collection-biz" target="_blank" data-smartkarma-citation="insights:17078">IPO Radar: CHAYO, the Next JMT (Debt Collection Biz)</a>, and to be honest at Bt3.10/sh, they've done better than expected. We're glad to see their share prices are still holding up. It's kinda like watering a plant and finding…</p>

We had a lightning-quick series of meetings with three companies today, and noting that the biggest ones just met our pals at Country Group so recently, these companies must be pretty busy too. The debt collector here is CHAYO, a follow-up on the IPO we introduced earlier in IPO Radar: CHAYO, the Next JMT (Debt Collection Biz), and to be honest at Bt3.10/sh, they've done better than expected. We're glad to see their share prices are still holding up. It's kinda like watering a plant and finding…

Blitzkrieg Meetings with GOLD, Glue, and Debt Collectors